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 and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

 

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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Annuity Comparison

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

Inflation & Retirement

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

Estimate Your RMD

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

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

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Tap Retirement Savings to Fund College?

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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