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.

 
 
 
RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

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

Self-Employed Retirement Plans

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

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

A Look at Systematic Withdrawals

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

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

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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.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Social Security: By the Numbers

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Tap Retirement Savings to Fund College?

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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