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

RE: Retirement

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

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.

A Bucket Plan to Go with Your Bucket List

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

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Don't Buy The Hype

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

• Articles

  Social Security Benefits: How Much Will I Receive

  Calculating your potential Social Security benefit is a three-step process.

  Is a Variable Annuity Right for Me?

  Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

  What Is a Roth 401(k)?

  Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

  Catch-Up Contributions

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

  Women on the Rise

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

  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.

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• Calculators

  Saving for Retirement

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

  Self-Employed Retirement Plans

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

  Inflation & Retirement

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  My Retirement Savings

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

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

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

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• Presentations

  An Inside Look at Retirement Living

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

  Investment Strategies for Retirement

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

  View all presentations

• Videos

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Rightsizing for Retirement

  What does your home really cost?

  Don't Buy The Hype

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

  18 Years’ Worth of Days

  The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

  Encore Careers: Push Your Boundaries

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

  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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