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.

Featured Video

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.

Dreaming Up an Active Retirement

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

Introducing the 530A Accounts

An article explaining 530A Accounts.

Rightsizing for Retirement

What does your home really cost?

• Articles

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

  AI Tools Changing Retiree Entrepreneurship

  The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

  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.

  FIRE Retirement

  This short, informative article teaches the basics of the FIRE movement.

  Who Is Your Trusted Contact?

  This investment account question is vital and answered as early as possible.

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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• Calculators

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  My Retirement Savings

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

  Roth 401(k) vs. Traditional 401(k)

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  IRA Income

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

  Emergency Fund Calculator

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

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

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• Videos

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Rightsizing for Retirement

  What does your home really cost?

  The Long Run: Women and Retirement

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

  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.

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  Social Security: By the Numbers

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

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