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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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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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.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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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.

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.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retiring the 4% Rule

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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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