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

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

RE: Retirement

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

• Articles

  8 Financial Milestone Birthdays

  Get ready to celebrate your financial birthdays in this informative infographic.

  FIRE Retirement

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

  Six Surprising Facts About Retirement Confidence

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

  The Cost of Procrastination

  Don't let procrastination keep you from pursuing your financial dreams and goals.

  Why Do Renters Have to Save More?

  How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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• Calculators

  Annuity Comparison

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

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  Assess Your Life Insurance Needs

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

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  Inflation & Retirement

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

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• Videos

  Preparation is the Key to Retirement

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

  Social Security: By the Numbers

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

  Perception vs. Reality

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

  Top 5 Things to Tell Your Financial Pro

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

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

  Risk Tolerance: What’s Your Style?

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

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