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.

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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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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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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rightsizing for Retirement

What does your home really cost?

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