RETIREMENT
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.
FEATURED VIDEO
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
FEATURED PRESENTATION
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
ARTICLES
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
For many, retirement includes contributing their time and talents to an organization in need.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Key questions to answer when you are considering retirement.
What role would taxes play in your investment decisions?
CALCULATORS
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
PRESENTATIONS
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
VIDEOS
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Around the country, attitudes about retirement are shifting.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
A Fruitful Retirement: Social Security Benefit/em>
Taking your Social Security benefits at the right time may help maximize your benefit.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Disclaimer
The information shared on this site should not be considered to be personal investment or financial advice. Kris Jerke and My Finance Trainer do not provide legal or accounting advice.
It is recommended that you seek professional counsel for any specific legal, accounting, or financial advice.
