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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.