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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 why knowing when to retire can be a crucial part of your strategy.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

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

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Deciding When to Take Social Security

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

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

SECURE Act 2.0: An Overview

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

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

When Should You Take Social Security

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

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

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Annuity Comparison

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

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

Estimate Your RMD

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

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

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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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Leaving Your Lasting Legacy

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Dreaming Up an Active Retirement

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

Perception vs. Reality

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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