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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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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