Retirement
Save for retirement and prepare for how you'll spend your money once you retire.
Retirement content
The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.
Wealth management
The SECURE Act significantly changed the distribution rules for most individuals who inherited retirement accounts on or after January 1, 2020. A beneficiary of a retirement account can use this step-by-step guide to learn which distribution options are available to them. Help your clients that have inherited retirement accounts understand the updated rules.
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.
Rules of thumb are useful if they get you thinking about your retirement savings, but they're no substitute for a personalized plan.