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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Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Should You Take Social Security

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

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

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A Look at Systematic Withdrawals

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

My Retirement Savings

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

Annuity Comparison

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

Estimate Your RMD

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

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

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Plan Detectives

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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