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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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.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

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

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

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

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

FIRE Retirement

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

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Dreaming Up an Active Retirement

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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?

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