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.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.