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.

Dreaming Up an Active Retirement

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

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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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.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Social Security: Five Facts You Need to Know

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

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Saving for Retirement

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

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retirement Plan Detectives

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

The Long Run: Women and Retirement

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

Leaving Your Lasting Legacy

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

RE: Retirement

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Social Security: By the Numbers

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