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.
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Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The earlier you start pursuing financial goals, the better your outcome may be.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Taking your Social Security benefits at the right time may help maximize your benefit.
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Imagine your ideal post-pandemic retirement with this animated video.
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Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.