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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
New Retirement Contribution Limits for 2023
A look at the new, record-high retirement contribution limits from the IRS.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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