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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.