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.
What Money to Take First?
When you retire, deciding which money to use first can be critical to your long-term financial outlook.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The History of Retirement
Do you know where the idea of “retirement” comes from?
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Rightsizing for Retirement
What does your home really cost?
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?
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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.