Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

Featured Presentation

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Rightsizing for Retirement

What does your home really cost?

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

• Articles

  Orchestrating Your Retirement Accounts

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

  Does Your Portfolio Fit Your Retirement Lifestyle?

  Lifestyle considerations in creating your retirement portfolio.

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  Volunteering in Retirement

  For many, retirement includes contributing their time and talents to an organization in need.

  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.

  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.

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• Calculators

  Inflation & Retirement

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

  A Look at Systematic Withdrawals

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

  Estimate Your RMD

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

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

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

  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.

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• Presentations

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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• Videos

  Social Security: By the Numbers

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

  RE: Retirement

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

  Don't Buy The Hype

  There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

  Rightsizing for Retirement

  What does your home really cost?

  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.

  Understanding the SECURE Act

  Explaining the SECURE Act and how the changes affect your retirement strategy.

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