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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Power of Tax-Deferred Growth

Deferring taxes can be a powerful decision. It’s one reason 401(k) plans, annuities, and IRAs are so popular.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Estimate Your RMD

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

Healthcare Costs in Retirement

Without a solid approach, health-care expenses may add up quickly and potentially alter your spending.

Important Birthdays Over 50

Starting at age 50, several birthdays and “half-birthdays” have implications regarding your retirement income.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Immediate vs. Deferred Annuities

For retirement-minded investors, it's critical to understand the difference between immediate and deferred annuities.

Split Annuity Strategy

One strategy combines two different annuities to generate income and rebuild principal. Here’s how it works.

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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 month cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRAs types.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimates how much income may be needed at retirement to maintain your standard of living.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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