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.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.