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.
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
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.
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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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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.
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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.