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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Dreaming Up an Active Retirement

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

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.

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.

• Articles

  Social Security Fairness Act's New Chapter

  Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

  Find That Lost Retirement Account

  With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

  Choices for Your 401(k) at a Former Employer

  Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

  9 Facts About Retirement

  Regardless of how you approach retirement, there are some things about it that might surprise you.

  Ways to Manage Your Money and Taxes in Retirement

  Careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of in retirement.

  Why You Should Invest in Your 401(k)

  Did you know that your savings can compound over time?

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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).

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  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.

  Saving for Retirement

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Annuity Comparison

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

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• Videos

  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.

  Dreaming Up an Active Retirement

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

  Preparation is the Key to Retirement

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

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

  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?

  Perception vs. Reality

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

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