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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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Buying a Vacation Home? 5 Questions to Consider First

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.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

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

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Dreaming Up an Active Retirement

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

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Bake a Pie-R-A

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

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