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.
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?
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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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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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.