Retirement
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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Rightsizing for Retirement
What does your home really cost?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.