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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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Preparation is the Key to Retirement
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Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Why do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Tips for Improving Your Financial Health into Retirement
Here are ten key steps to help improve your financial health and make the most of your retirement years.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
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.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement Redefined
Around the country, attitudes about retirement are shifting.