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.
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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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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.
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.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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