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.
Rightsizing for Retirement
What does your home really cost?
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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.
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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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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Rightsizing for Retirement
What does your home really cost?
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