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.
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.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
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.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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