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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Imagine your life with guaranteed income
If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out.
How will you pay for health care in 2053?
Health care costs can top $600,000 for a couple in retirement. Here are 6 planning steps you can take to be prepared.
Tax-efficient retirement strategies
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes.
How to avoid accidentally disinheriting your spouse
Make sure you are reviewing your will to ensure your spouse isn't unintentionally disinherited.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.