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 Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

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Split Annuity Strategy

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Here's one strategy that combines two different annuities to generate income and rebuild principal.

Split Annuity Strategy

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Healthcare Costs in Retirement

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Annuity Comparison

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

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What does your home really cost?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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