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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement Savings in Three Phases of Retirement
It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Financial Wellness on Your Path to Retirement
Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Retirement Savings in Three Phases of Retirement
It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
7 Questions to Consider in Retirement
Explore these must-ask questions for pursuing and living out your dream retirement.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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