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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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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Retirement Redefined
Around the country, attitudes about retirement are shifting.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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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.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Rightsizing for Retirement
What does your home really cost?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.