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.
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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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for 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.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Rightsizing for Retirement
What does your home really cost?
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