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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Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Retirement Seen Through Your Eyes

What's your vision of retirement?

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Annuity Comparison

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

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

Estimate Your RMD

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

My Retirement Savings

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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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.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Social Security: By the Numbers

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

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?

The Long Run: Women and Retirement

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

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