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

A Bucket Plan to Go with Your Bucket List

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

Top 5 Things to Tell Your Financial Pro

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

New Ways to Give in a New Phase of Life

Want to give back without giving up your retirement? Discover new ways to give back in retirement.

Tuning Your Social Security Benefit

When should you take your Social Security 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.

  How to Make Your Retirement Go Further as Costs Rise

  Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

  Social Security Benefits: How Much Will I Receive

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

  Year-End Moves to Help You Prepare for Retirement

  Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

  Important Birthdays Over 50

  Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

  401(k) vs. IRA: What You Should Know

  Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.

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• Calculators

  My Retirement Savings

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

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  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.

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

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• Videos

  RE: Retirement

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

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

  Should You Tap Retirement Savings to Fund College?

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

  Leaving Your Lasting Legacy

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

  Perception vs. Reality

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

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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