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.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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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.

Roadmap to Retirement: Tax & Investment Strategies

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

Retirement Savings in Three Phases of Retirement

It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

Introducing the 530A Accounts

An article explaining 530A Accounts.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Your Changing Definition of Risk in Retirement

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

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IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?