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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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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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.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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

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

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A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Here are five facts about Social Security that might surprise you.

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Want to do more with your wealth? You might want to consider creating a charitable foundation.

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