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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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