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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
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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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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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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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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Rightsizing for Retirement
What does your home really cost?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.