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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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RE: Retirement

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

Ways to Manage Your Money and Taxes in Retirement

Careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of in retirement.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Are Subscriptions Cutting into Your Retirement Savings?

While some subscriptions can enhance your daily routines, they can also sneakily erode your retirement savings.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

5 Unexpected Costs That Can Disrupt Retirement

Don’t let the unexpected derail your retirement. Discover five common surprise costs and how to plan ahead with confidence.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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A Fruitful Retirement: Social Security Benefit

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?