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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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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.
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.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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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.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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