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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes how you consider shaping your portfolio.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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What Money to Take First?
When you retire, deciding which money to use first can be critical to your long-term financial outlook.
Rules to Remember
Retiring? Know the rules that govern qualified retirement plans.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Rightsizing for Retirement
What does your home really cost?