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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.

 
 
 
Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Social Security: The $64,000 Question

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Retiring the 4% Rule

Retiring the 4% Rule

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

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Your Changing Definition of Risk in Retirement

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

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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.

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Self-Employed Retirement Plans

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

Estimate Your RMD

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

My Retirement Savings

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

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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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.

An Inside Look at Retirement Living

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

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The Power of Tax-Deferred Growth

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

Social Security: By the Numbers

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

Women and Retirement

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

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Rightsizing for Retirement

What does your home really cost?

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