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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Retirement Seen Through Your Eyes
What's your vision of retirement?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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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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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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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 Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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