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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Social Security: By the Numbers

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

6 Financial Habits for a Secure and Successful Retirement

Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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.