Retirement Planning

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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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

Is it early retirement season?

Is it early retirement season?

Are you looking to retire early? Here’s some reliable advice on how to set yourself up for an early retirement.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

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

10 Scary facts about retirement

Think about these 10 shocking facts during your retirement planning.

Social Security Benefits: How Much Will I Receive

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

This is your brain on retirement

Human nature, biases and assumptions can make it challenging to prepare for retirement.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Planning your legacy

Legacy planning is part of good retirement planning. Here are a few things to consider when working on your legacy plan.

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

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

Saving for Retirement

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

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.

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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 Redefined

Around the country, attitudes about retirement are shifting.

The Long Run: Women and Retirement

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

A Fruitful Retirement: Social Security Benefit

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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