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 Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

The Power of Tax-Deferred Growth

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

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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?

• Articles

  Year-End Moves to Help You Prepare for Retirement

  Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

  Your Social Security Roadmap

  Help clients navigate their Social Security claiming decisions with our interactive roadmap.

  Smart Retirement Habits for Retirement Success and Security

  Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

  First Year of Retirement: What to Expect

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

  Social Security: The Elephant in the Room

  Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

  Understanding Social Security: 5 Common Myths Explained

  Have questions about Social Security? Explore five common myths to better understand your benefits and options.

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• Calculators

  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.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  The Power of 401k Catch-Ups

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

  Assess Your Life Insurance Needs

  Estimate how much life insurance coverage may be appropriate for your situation.

  Emergency Fund Calculator

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

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• Videos

  Should You Ever Retire?

  A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  How to Bake a Pie-R-A

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

  Perception vs. Reality

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

  The Long Run: Women and Retirement

  For women, retirement strategy is a long race. It’s helpful to know the route.

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