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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.