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 Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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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.
Home Ownership by the Numbers
Tips on home-buying for Millennials.
Rightsizing for Retirement
What does your home really cost?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
You Are Not Alone it Just Feels That Way
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Retirement Road Trip
Discover how to build a retirement plan that guarantees income no matter how long you live.
Tax Deductions: Catch Them All!
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
Top Tips for a Retirement Tailgate
The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.
Rightsizing for Retirement
What does your home really cost?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.