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.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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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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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Rightsizing for Retirement
What does your home really cost?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.