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Nearing the Goal

The moment you’ve prepared for is drawing near, but your financial work continues. As you change your investment focus, here are some things to consider.

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Source: © 2024 SS&C. Dividend results based on the performance of the companies comprising the S&P 500 from 1926 to 2023. Past performance is no guarantee of future results. Investors cannot invest directly in any index. There are risks associated with investments in fixed-income securities, such as default risk, credit risk, and the risk of securities losing value in a rising interest rate environment. There is no guarantee that the issuers of dividend-paying securities will declare dividends in the future. The amount of the dividend paid by each security will vary. Past dividend payments are no guarantee of future dividend payment amounts. The stock prices of companies in the real estate industry are typically sensitive to changes in real estate values; property taxes; interest rates; cash flow of underlying real estate assets; occupancy rates; government regulations affecting zoning, land use and rents; and the management skill and creditworthiness of the issuer. Companies in the real estate industry may also be subject to liabilities under environmental and hazardous waste laws which could negatively affect their value.

Tutorials

These narrated learning aids can help lead you to a better understanding of key investing concepts.

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iCharts

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Articles

Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.

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The traditional approach to planning for retirement may well be already obsolete. This article explains the parameters of the "new retirement."

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Calculators

Cash Distribution
Calculates the effects of taking a cash distribution from a retirement plan.

Projected Retirement Expense
Calculates expected retirement expenses based on inflation rates in individual categories.

Projected Retirement Income
Calculates the amount of income you can expect during retirement.

Social Security Income
How much can you expect to receive in Social Security when you retire? This calculator will help you estimate your Social Security benefits.

Income Planner
How much income can you expect in retirement? This calculator will help you estimate how much you can afford to spend each year, based on how long you want your savings to last.