Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.