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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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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.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?