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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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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.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.