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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

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Should You Ever Retire?

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.

 

Orchestrating Your Retirement Accounts

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

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

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

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).

Estimate Your RMD

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

Saving for Retirement

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

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The Long Run: Women and Retirement

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

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Tap Retirement Savings to Fund College?

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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