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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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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.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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