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For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
This calculator is designed to help you attach a dollar figure to your life’s work.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future value of your current savings.
