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.

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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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Key questions to answer when you are considering retirement.

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

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Self-Employed Retirement Plans

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

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Saving for Retirement

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

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

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Estimate your monthly and annual income from various IRA types.

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See how catch-up contributions after age 50 could significantly boost your retirement balance.

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

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The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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

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Why are 401(k) plans, annuities, and IRAs so popular?

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