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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Rightsizing for Retirement
What does your home really cost?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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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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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Rightsizing for Retirement
What does your home really cost?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.