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.
Rightsizing for Retirement
What does your home really cost?
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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.
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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.