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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A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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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.
To choose a plan, it’s important to ask yourself four key questions.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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This video discusses issues related to your retirement accounts when you move on from your job.
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