Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, 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 the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Ways to Manage Your Money and Taxes in Retirement
Careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of in retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
5 Unexpected Costs That Can Disrupt Retirement
Don’t let the unexpected derail your retirement. Discover five common surprise costs and how to plan ahead with confidence.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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.
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