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

18 Years Worth of Days

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

Encore Careers: Push Your Boundaries

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

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

• Articles

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

  Retirement Seen Through Your Eyes

  What's your vision of retirement?

  Tax Efficiency in Retirement

  What role would taxes play in your investment decisions?

  Money-Saving Tips for Managing Your Subscriptions

  A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

  Tax and Investment Strategies: A Retirement Savings Roadmap

  These six strategies can help drive the implementation of a robust, comprehensive retirement plan.

  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.

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• Calculators

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

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

  My Retirement Savings

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

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  A Look at Systematic Withdrawals

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

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• Videos

  Top 5 Things to Tell Your Financial Pro

  Here are the top 5 things your team may want to hear.

  Dreaming Up an Active Retirement

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

  The Power of Tax-Deferred Growth

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

  Social Security: By the Numbers

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

  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.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

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