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.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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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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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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