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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Retiring the 4% Rule

Retiring the 4% Rule

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

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Roadmap to Retirement: Tax & Investment Strategies

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

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A Look at Systematic Withdrawals

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

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.

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Perception vs. Reality

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

Leaving Your Lasting Legacy

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

RE: Retirement

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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