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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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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.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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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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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Rightsizing for Retirement
What does your home really cost?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.