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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How to Retire Early

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.

How to Effectively Budget as a Couple

How to Effectively Budget as a Couple

Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

7 Questions You May Have About Your Retirement

Are you on the brink of retirement or settling into your golden years?

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

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?

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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.

Inflation & Retirement

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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?

How to Bake a Pie-R-A

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

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.

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