Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, 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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

• Articles

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

  Buying a Vacation Home? 5 Questions to Consider First

  You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

  Important Birthdays Over 50

  Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

  IRA Withdrawals that Escape the 10% Tax Penalty

  The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  Understanding Qualified Charitable Distributions

  Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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• Calculators

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

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• Videos

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  Social Security: By the Numbers

  Here are five facts about Social Security that might surprise you.

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  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.

  What You Need to Know About Social Security

  Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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