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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Get ready to celebrate your financial birthdays in this informative infographic.

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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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A timeline covering a few of the major provisions of the SECURE Act 2.0.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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Self-Employed Retirement Plans

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

A Look at Systematic Withdrawals

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

Annuity Comparison

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

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

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

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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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When should you take your Social Security benefit?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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

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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