Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Featured Video

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Featured Presentation

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

• Articles

  What's New for Social Security?

  There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

  When Should You Take Social Security

  Monthly Social Security payments differ substantially depending on when you start receiving benefits.

  How Retirement Spending Changes With Time

  It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Eight Mistakes That Can Upend Your Retirement

  There are common mistakes you can avoid when saving for retirement.

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

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• Calculators

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

  My Retirement Savings

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

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

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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• Presentations

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

  View all presentations

• Videos

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

  Dreaming Up an Active Retirement

  When you retire, how will you treat your next chapter?

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

  RE: Retirement

  How does your ideal retirement differ from reality, and what can we do to better align the two?

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