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Retirement planning

Social Security. Tax deferred benefits. IRAs. Get the facts you need to understand your retirement options with the articles and videos in this section.
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Retirement Planning

How is a Roth 401(k) different from a traditional 401(k) Plan?

Today, pension plans are rare and with that 401(k) plans have become a critical component for most retirement plans.

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Retirement Planning

How much do I need to retire? Guide to a few retirement planning calculators

If you need a simple tool to help determine how much money you need to retire, or how well your retirement plan is working, check out these sources.

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Retirement Planning

How to plan for all 3 phases of retirement

It's critical to think about the long term when it comes to retirement planning.

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Retirement Planning

Know your Social Security retirement facts

Separate fact from fiction when it comes to retirement and Social Security benefits. Knowing the facts can work to your advantage to maximize your retirement benefits.

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A man and woman looking at a computer as they discuss the difference between pre-tax and after-tax retirement savings accounts.
Retirement Planning

Pre-tax and after-tax retirement savings accounts

Do the terms 'pre-tax' and 'after-tax' savings confuse you? You're not alone. That's why we've put together this overview to help explain the difference.

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Woman in red-striped shirt, chewing on the end of a pen, studying her finances carefully.
Retirement Planning

Pay off debt or save for retirement?

When it comes to the question of deciding to pay off debt or save for retirement first, there is no easy answer, but here's how you can approach it.

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Smiling older couple meeting with a financial advisor
Retirement Planning

What is an annuity?

If you're planning for retirement, you've likely heard the term 'annuity.' Understand the basics and what role annuities can play in retirement planning.

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