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

RE: Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Tax and Investment Strategies: A Retirement Savings Roadmap

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

Encore Careers: Push Your Boundaries

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

• Articles

  Perception vs. Reality

  Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

  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.

  Your 4% Withdrawal Strategy May Not Be Enough

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

  Tips for Improving Your Financial Health into Retirement

  Here are ten key steps to help improve your financial health and make the most of your retirement years.

  FIRE Retirement

  This short, informative article teaches the basics of the FIRE movement.

  Retirement & Rising Costs: Managing Inflation Risk

  Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

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• Calculators

  Simple 401k

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

  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.

  Inflation & Retirement

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

  Assess Your Life Insurance Needs

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  Emergency Fund Calculator

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

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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?

  The Long Run: Women and Retirement

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

  Top 5 Things to Tell Your Financial Pro

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

  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.

  Preparation is the Key to Retirement

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

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

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