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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Net Unrealized Appreciation (NUA) Explained
Have you considered the special tax treatment on company stock held in a 401(k) plan?
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.