Enjoying My Retirement
Sure, you're ready to enjoy the freedom you've worked so hard to achieve. But you need to keep an eye on how you're covering the expenses that come with that new-found freedom, too. Smart management of your finances can make it easier.
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Your personal savings and investments are the cushion between you and perhaps a limited lifestyle. Smart retirees know that their “cushion” needs a regular fluffing, with constant attention to goals, allocation, diversification, and risk. |
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At age 59½, you get the green light to take savings from your employer-sponsored plan without penalty. But you don't have to start withdrawing from your plan until age 70½. So before you opt for income, let's take a step back and assess. |
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Charitable Giving With Life Insurance As Americans, we enjoy the feeling of giving to others, whether it’s family, charities, or non-profit organizations. Life insurance is a versatile financial tool with features that may potentially be advantageous in charitable giving. |
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Income Needs Calculator Whether you want to know how much your pile of money might last, or you want to know how much to save to generate a certain income in the future, this calculator will let your slice and dice income options any way you like. |
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After Tax / Equivalent Yield Calculator This calculator can help you make a comparison between taxable and tax- advantaged yields. For the purposes of this calculator, tax-advantaged refers to investments that may be federal income tax free or state and federal income fax free. |
