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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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