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

The Power of Tax-Deferred Growth

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

RE: Retirement

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

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 Bucket Plan to Go with Your Bucket List

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

• Articles

  Can I Create a Roth if I’m Over the Income Limit?

  Use this article to start conversations about the “backdoor” Roth IRA strategy.

  Retirement Realities

  Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

  Exploring Retirement Plans for Small Businesses

  Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

  Retirement Strategy After a Job Loss

  Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

  Immediate vs. Deferred Annuities

  Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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• Calculators

  IRA Income

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

  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.

  Estimate Your RMD

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

  Emergency Fund Calculator

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

  My Retirement Savings

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

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• Videos

  Should You Ever Retire?

  A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

  18 Years Worth of Days

  The average retirement lasts for 18 years. What will you do with your days?

  Social Security: By the Numbers

  Here are five facts about Social Security that might surprise you.

  Retiring the 4% Rule

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

  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?

  Top 5 Things to Tell Your Financial Pro

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

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