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.
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A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Key questions to answer when you are considering retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When you retire, how will you treat your next chapter?
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Doing your research is key before buying a vacation home.