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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
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
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
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.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?