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.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement Seen Through Your Eyes

What's your vision of retirement?

Retirement Accounts When You Change Your Job

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

• Articles

  Financial Strategies for Women

  Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

  Choose Your Own Retirement Adventure

  Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

  FIRE Retirement

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

  What Is a Roth 401(k)?

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

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  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

  Assess Your Life Insurance Needs

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

  Inflation & Retirement

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

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  Estimate Your RMD

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

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• Videos

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

  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?

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

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