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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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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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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.
Rightsizing for Retirement
What does your home really cost?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.