Retirement is one of the key financial goals for many people. Saving early and often is important. So is taking advantage of products and accounts designed specifically for retirement. Tax advantages are a key feature of annuities, IRAs and employer sponsored retirement savings plans, such as 401(k), 403(b) and 457(b) plans. Any earnings growth in these products is generally tax-deferred until you make withdrawals, generally when you are retired and may well be in a lower tax bracket.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?
This calculator can help you determine whether you should consider converting to a Roth IRA.
The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path.
Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.
Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.
If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.
When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.
Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.
Raymond N. Sussel, CLU
Kristin M. Askey
Michael Daso, ChFC
Randy Kinsey
Ryan DiMeolo
George Asadorian