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The Silent Generation
Retirement Planning

Are you living your retirement dream? If not, the topics below should help.

Are you living your retirement dream? If not, the topics below should help.

Annuities—a type of insurance product— can be an effective investment vehicle, especially in providing for your retirement. This Financial Guide will help you decide whether annuity investments are right for you and how to use them in retirement planning. It also discusses the tax treatment of annuities.

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This calculator helps show you how much postponing your retirement savings plan can really cost you.

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Keep track of your anticipated Social Security retirement benefit.

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Questions and aswers about Individual Retirement Accounts (IRA).

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This Financial Guide provides information you need about Social Security benefits to help you plan for your retirement years.

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The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.

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Common FAQs about your retirement plan assets.

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Tips on taking distributions from your retirement plan.

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If you are thinking of retiring soon, you are about to make a major financial decision: how to take distributions from your retirement plan. This Financial Guide will discuss your various options. And, since the tax treatment of these distributions will influence your decision, we will also review the tax rules.

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The rules regarding retirement plan distributions are complex. But there are ways the savvy taxpayer can maximize the tax shelter.

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Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.

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Planning for the retirement of your dreams will leave you with many
questions. Whether you starting early or are about to retire, get answers
here.

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Tips to help you reach your retirement savings goal.

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Retired people may want to consider the reverse mortgage as a way to generate cash flow. But the reverse mortgage is not for everyone. If you are planning for retirement or are already retired, the reverse mortgage may be an option worth looking into. This Financial Guide explains how this cash-generating vehicle works.

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Creating a Roth IRA can make a big difference in your retirement savings. See how much more money you'll have at retirement with this Roth IRA calculator.

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The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA.

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You've heard of Roth IRAs. Find out if one is right for you.

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Don't rely solely on Social Security for your retirement needs!

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Small business owners may want to consider this option.

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Overview of your Social Security benefits.

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Estimate how much money you'll receive from Social Security when you retire.

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Learn how to withdraw funds early from retirement plans like your 401(k) without getting hit with a tax penalty.

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An IRA can be an effective retirement tool. Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth.

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Contributing to a Variable Annuity creates long term tax deferred growth. See how a Variable Annuity might fit into your retirement plan.

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What will it take to save one million dollars? Enter in your current savings plan and view graphically your financial results for each year until you retire!

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 Retirement Quiz

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