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.

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Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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.

Retirement Seen Through Your Eyes

What's your vision of retirement?

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Rightsizing for Retirement

What does your home really cost?

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