Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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?
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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).
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.