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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.
Rightsizing for Retirement
What does your home really cost?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.