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.

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Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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?

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