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

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.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

• Articles

  Year-End Moves to Optimize Retirement Transitions

  Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

  Your Changing Definition of Risk in Retirement

  A change in your mindset during retirement may drive changes to your portfolio.

  Is a Variable Annuity Right for Me?

  Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

  Retirement Savings in Three Phases of Retirement

  It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

  Your 4% Withdrawal Strategy May Not Be Enough

  Get the Tax Guidance You Need to Help Live the Retirement You Desire

  Choosing a Retirement Plan that Fits Your Business

  To choose a plan, it’s important to ask yourself four key questions.

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• Calculators

  Saving for Retirement

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

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

  Inflation & Retirement

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

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

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

  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

  How to Bake a Pie-R-A

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

  Timing Your Retirement

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

  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?

  The Long Run: Women and Retirement

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

  Retirement Accounts When You Change Your Job

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

  Top 5 Things to Tell Your Financial Pro

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

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