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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

RE: Retirement

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

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Retiring the 4% Rule

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

• Articles

  Retirement Seen Through Your Eyes

  What's your vision of retirement?

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  Traditional vs. Roth IRA

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

  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.

  Simple 401k

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

  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.

  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.

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• Videos

  Should You Tap Retirement Savings to Fund College?

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

  Perception vs. Reality

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

  Retirement and Quality of Life

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

  Rightsizing for Retirement

  What does your home really cost?

  Timing Your Retirement

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

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