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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The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

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

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Retirement Plan Detectives

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of 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.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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.

My Retirement Savings

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

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Social Security: By the Numbers

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

A Fruitful Retirement: Social Security Benefit

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

Rightsizing for Retirement

What does your home really cost?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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