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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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

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

IRA Withdrawals that Escape the 10% Tax Penalty

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

Social Security Benefits: How Much Will I Receive

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

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

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.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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

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

My Retirement Savings

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

IRA Income

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

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

A Fruitful Retirement: Social Security Benefit

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security: By the Numbers

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

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