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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Questions to Consider When Buying a Vacation Home

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Doing your research is key before buying a vacation home.

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

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

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Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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My Retirement Savings

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

Inflation & Retirement

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

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.

Annuity Comparison

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

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

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

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

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Taking your Social Security benefits at the right time may help maximize your benefit.

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

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

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This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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