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 Tap Retirement Savings to Fund College?

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

RE: Retirement

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Top 5 Things to Tell Your Financial Pro

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

• Articles

  How Women Can Prepare For Retirement

  Are women prepared for a 20-year retirement?

  Retirement Seen Through Your Eyes

  What's your vision of retirement?

  Traditional vs. Roth IRA

  One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

  What's So Great About a Rollover?

  Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

  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.

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• Calculators

  IRA Income

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

  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.

  Simple 401k

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

  Inflation & Retirement

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

  Estimate Your RMD

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

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• Videos

  Retirement Accounts When You Change Your Job

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

  Perception vs. Reality

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

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  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?

  Timing Your Retirement

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

  A Fruitful Retirement: Social Security Benefit

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

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