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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Rightsizing for Retirement
What does your home really cost?
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Retirement Seen Through Your Eyes
What your life will look like after you leave work.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Rightsizing for Retirement
What does your home really cost?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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