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.

 
 
 
How to Retire Early

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.

Social Security: The Elephant in the Room

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.

Perception vs. Reality

Perception vs. Reality

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

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Certain Uncertainties in Retirement

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

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Annuity Comparison

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

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

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.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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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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18 Years Worth of Days

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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.

Ready for Retirement?

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

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