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Retirement

Retirement planning for savvy investors.
CONTENT WITH Retirement

Retirement planning for savvy investors.

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You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's how to decide.
Retirement is important. But it's probably not your only goal. Here's how a financial plan can help you balance retirement savings with life's other important milestones.
What will your retirement look like? Will you travel? Go back to school? Or just work less and enjoy life more? Here are three scenarios to help you turn your vision into reality.
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How much can you spend in retirement without running out of money? The “4% rule” is a popular rule of thumb, but we think you can do better. Here are our guidelines for finding your personalized spending rate.
When contributing to an IRA makes sense for older workers.
Cost is one consideration, but there are other factors to weigh if you’re thinking about relocating after you’ve left the workforce.
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Retired but thinking of going back to work? Be sure you understand how it could affect your savings plans and RMDs.
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If you’ve retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.
Inflation pressures are growing. What does that mean for your retirement savings?
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Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide what’s best for you.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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