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.

 
 
18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

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

Social Security: By the Numbers

Social Security: By the Numbers

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

 

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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Rightsizing for Retirement

What does your home really cost?

Timing Your Retirement

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

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

A Fruitful Retirement: Social Security Benefit

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Long Run: Women and Retirement

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

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