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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Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

RE: Retirement

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

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