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.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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