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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Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Savings in Three Phases of Retirement

Retirement Savings in Three Phases of Retirement

It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Financial Wellness on Your Path to Retirement

Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.

Your 4% Withdrawal Strategy May Not Be Enough

Get the Tax Guidance You Need to Help Live the Retirement You Desire

Important Birthdays Over 50

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

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

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What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Leaving Your Lasting Legacy

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

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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.

Retiring the 4% Rule

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

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