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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Rightsizing for Retirement
What does your home really cost?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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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