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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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Should You Ever Retire?

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Have you considered the special tax treatment on company stock held in a 401(k) plan?

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Retirement choices can be intimidating. Picking the right strategy.

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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

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Inflation & Retirement

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

Annuity Comparison

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

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

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

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Investment Strategies for Retirement

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

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

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Encore Careers: Push Your Boundaries

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Retiring the 4% Rule

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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