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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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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).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?