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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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.
Rightsizing for Retirement
What does your home really cost?
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
9 Facts About Social Security
There are things about Social Security that might surprise you.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Rightsizing for Retirement
What does your home really cost?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.