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.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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