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HOT TOPIC: Revisiting the 4% Rule

For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Home Sweet Home Equity

Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Survivor Benefits Provide a Financial Lifeline

Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Key Retirement and Tax Numbers for 2021

IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?