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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A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

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Knowing the rules may help you decide when to start benefits.

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What role would taxes play in your investment decisions?

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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Compare annuity options to see how each one could affect your long-term income outlook.

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

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See how inflation over time could affect the purchasing power of your retirement income.

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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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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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Around the country, attitudes about retirement are shifting.

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

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

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

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