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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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 Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
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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).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
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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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.