Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
This checklist can give you a quick snapshot of how prepared you are.
A look at the new, record-high retirement contribution limits from the IRS.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Around the country, attitudes about retirement are shifting.
A couple become Retirement Plan Detectives, searching records from old employers.