Retirement
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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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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.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?