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Planning for health care costs is a critical part of your overall retirement savings strategy, since unexpected health care expenses can quickly deplete your savings and could derail your long-term income strategy. Medicare may not cover all of your health care expenses so you’ll want to examine additional options, such as supplemental coverage and long-term care insurance.
Social Security is a guaranteed source of income in retirement—and one you worked hard for. So the decision of when to start taking monthly payments is an important one. For each year that you delay taking Social Security (up to age 70), you could receive up to 8% more in future monthly payments.* Take the time to consider how Social Security will fit into your overall income plan so that you can make the right decision for your situation.
Retirement Income Planner
If you’re within five years of retirement or already retired, use this tool to create a comprehensive plan to help make your money last by projecting out your expenses against potential income sources in different kinds of market conditions.
Roth vs. Traditional IRA Evaluator
Answer a few questions to find out which type of IRA is right for you.
Have an old workplace savings plan? Consider consolidating your retirement savings.