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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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).
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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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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Rightsizing for Retirement
What does your home really cost?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.