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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Rightsizing for Retirement
What does your home really cost?
Planning for the Three Stages of Retirement
Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
401(k) vs. IRA: What You Should Know
Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.
7 Questions to Consider in Retirement
Explore these must-ask questions for pursuing and living out your dream retirement.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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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).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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