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.

 
 
 
Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

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

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

 

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

The Cost of Procrastination

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

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

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

Annuity Comparison

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

Self-Employed Retirement Plans

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

Saving for Retirement

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

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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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?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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