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.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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.
Tax and Investment Strategies: A Retirement Savings Roadmap
These six strategies can help drive the implementation of a robust, comprehensive retirement plan.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream 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.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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