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.
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
Have A Question About This Topic?
Even low inflation rates over an extended period of time can impact your finances in retirement.
It's important to make sure your retirement strategy anticipates health-care expenses.
To choose a plan, it’s important to ask yourself four key questions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
Make more informed financial decisions with the W&R Wealth Management Site. I can show you how.
When should you take your Social Security benefit?
Turn insight into action with the W&R Wealth Management Site’s creative planning tools.
A bucket plan can help you be better prepared for a comfortable retirement.