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.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Have A Question About This Topic?
Net Unrealized Appreciation (NUA) Explained
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
View all articles
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
View all calculators
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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.