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.

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Perception vs. Reality

Perception vs. Reality

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

Social Security: The $64,000 Question

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

RE: Retirement

RE: Retirement

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

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Immediate vs. Deferred Annuities

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

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Annuity Comparison

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

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.

A Look at Systematic Withdrawals

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

Estimate Your RMD

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

Self-Employed Retirement Plans

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

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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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Perception vs. Reality

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

A Bucket Plan to Go with Your Bucket List

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

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.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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