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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

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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

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

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Social Security: The 64,000 Dollar Question

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The SECURE Act Starts the Clock on Inherited IRAs

Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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Self-Employed Retirement Plans

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

Annuity Comparison

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

A Look at Systematic Withdrawals

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

Inflation & Retirement

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

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

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Estimate your monthly and annual income from various IRA types.

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An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Working With A Financial Professional

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

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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

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There are three things to consider before dipping into retirement savings to pay for college.

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