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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.