Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
They may not admit it, but as your parents age they might need your financial help.
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Calculating your potential Social Security benefit is a three-step process.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Beware of these traps that could upend your retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
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A bucket plan can help you be better prepared for a comfortable retirement.
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