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

RE: Retirement

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

How to Bake a Pie-R-A

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

• Articles

  Six Surprising Facts About Retirement Confidence

  This attention-grabbing infographic covers retirement topics you may not have considered.

  Tax Strategies for Retirement Account Withdrawals

  Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.

  Roadmap to Retirement: Tax & Investment Strategies

  The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

  Understanding Qualified Charitable Distributions

  Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

  Introducing the 530A Accounts

  An article explaining 530A Accounts.

  Social Security: The Elephant in the Room

  Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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• Calculators

  Inflation & Retirement

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

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  My Retirement Savings

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

  Emergency Fund Calculator

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

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

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• Videos

  The Long Run: Women and Retirement

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

  Timing Your Retirement

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

  Should You Tap Retirement Savings to Fund College?

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

  Social Security: By the Numbers

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

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  RE: Retirement

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

  View all videos