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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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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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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Rightsizing for Retirement
What does your home really cost?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?