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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Rightsizing for Retirement
What does your home really cost?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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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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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream 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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.