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 Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Perception vs. Reality

Perception vs. Reality

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

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The Cost of Procrastination

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

Retirement Seen Through Your Eyes

What's your vision of retirement?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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Inflation & Retirement

Estimate 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).

A Look at Systematic Withdrawals

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

Annuity Comparison

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

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.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retirement Accounts When You Change Your Job

This video discusses issues related to your 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.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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