Understanding how different income sources are taxed—and creating a smart withdrawal strategy—can help you keep more of your money and stretch your retirement savings further.
Early retirement doesn’t necessarily mean sailing around the world at 50. It simply means leaving your primary career sooner than the traditional retirement age of 65 to pursue the lifestyle you’ve envisioned.
For many retirees, annuities offer peace of mind. They can fill the gap between Social Security and your spending needs by guaranteeing income that won't fluctuate with the stock market or run out in your lifetime.
Retirement isn’t just about quitting your job — it’s about ensuring you have the financial, physical, and emotional resources to live the life you’ve...
The general rule? Aim to replace about 80% of your pre-retirement income. But that’s just a baseline. The actual number can vary depending on your goals, lifestyle, health, and financial commitments.
Whether you're approaching retirement age or planning decades ahead, understanding how Social Security benefits work can help you maximize what you receive and avoid common mistakes.
This guide walks through the most common types of retirement plans — whether you're an employee, self-employed, or somewhere in between — to help you find the best fit for your financial future.