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.
Rightsizing for Retirement
What does your home really cost?
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Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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