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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?