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The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

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The Long Run: Women and Retirement

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