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.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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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.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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