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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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Rightsizing for Retirement
What does your home really cost?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Rightsizing for Retirement
What does your home really cost?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.