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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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 another qualified retirement plan.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
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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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
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?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.