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.

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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

How to Effectively Budget as a Couple

Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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.

5 Reasons to Invest in Your 401(k)

Did you know that your savings can compound over time?

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Estimate Your RMD

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Self-Employed Retirement Plans

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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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.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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