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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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.
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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.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Rightsizing for Retirement
What does your home really cost?