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.

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Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

• Articles

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

  Inflation - Back to the Future

  Even low inflation rates over an extended period of time can impact your finances in retirement.

  Choosing a Retirement Plan that Fits Your Business

  To choose a plan, it’s important to ask yourself four key questions.

  The Cost of Procrastination

  Don't let procrastination keep you from pursuing your financial dreams and goals.

  When Should You Take Social Security

  Monthly Social Security payments differ substantially depending on when you start receiving benefits.

  Women on the Rise

  Explore the growing influence women wield over the economy with this handy infographic.

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• Calculators

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Inflation & Retirement

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

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

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

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

  Estimate Your RMD

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

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• Presentations

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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• Videos

  Rightsizing for Retirement

  What does your home really cost?

  Encore Careers: Push Your Boundaries

  Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

  RE: Retirement

  How does your ideal retirement differ from reality, and what can we do to better align the two?

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

  Don't Buy The Hype

  There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

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