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.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at 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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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