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

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?

Should You Tap Retirement Savings to Fund College?

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

Ways to Manage Your Money and Taxes in Retirement

Careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of in retirement.

Perception vs. Reality

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

• 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.

  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.

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

  7 Questions to Consider in Retirement

  Explore these must-ask questions for pursuing and living out your dream retirement.

  Systematic Withdrawals in Retirement

  Taking regular, periodic withdrawals during retirement can be quite problematic.

  Prepare for Unexpected Expenses in Retirement

  Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

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• Calculators

  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

  Assess Your Life Insurance Needs

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

  Simple 401k

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

  The Power of 401k Catch-Ups

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

  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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  18 Years Worth of Days

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

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  The Power of Tax-Deferred Growth

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

  Timing Your Retirement

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

  RE: Retirement

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

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