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.

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Perception vs. Reality

Perception vs. Reality

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

FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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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.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Estimate Your RMD

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

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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