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

Top 5 Things to Tell Your Financial Pro

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Social Security Fairness Act's New Chapter

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

A Bucket Plan to Go with Your Bucket List

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

• Articles

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  Retirement Plan Choices for Small Businesses

  Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

  Six Surprising Facts About Retirement Confidence

  This attention-grabbing infographic covers retirement topics you may not have considered.

  Women on the Rise

  Explore the growing influence women wield over the economy with this handy infographic.

  A Meal for All Generations

  When it comes to generational differences, knowing the facts can be difficult.

  9 Facts About Retirement

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

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• Calculators

  A Look at Systematic Withdrawals

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

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  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).

  Annuity Comparison

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

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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• Videos

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  Retirement Accounts When You Change Your Job

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

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  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 Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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