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

Risk Tolerance: What’s Your Style?

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

• Articles

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Six Surprising Facts About Retirement Confidence

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

  Retirement Questions That Have Nothing to Do With Money

  Things to consider before retirement.

  Women on the Rise

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

  Catch-Up Contributions

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

  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.

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• Calculators

  Estimate Your RMD

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

  A Look at Systematic Withdrawals

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

  Annuity Comparison

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

  Inflation & Retirement

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

  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.

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• Videos

  Rightsizing for Retirement

  What does your home really cost?

  Retirement and Quality of Life

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

  Encore Careers: Push Your Boundaries

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

  Preparation is the Key to Retirement

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

  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?

  Retiring the 4% Rule

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

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