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.
Rightsizing for Retirement
What does your home really cost?
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
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.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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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.
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).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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