Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

 
 
 
2017 Year in Review

2017 Year in Review

Take a look at this 2017 Market Recap.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

RE: Retirement

RE: Retirement

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

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Social Security: Five Facts You Need to Know

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

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

2017 Year in Review

Take a look at this 2017 Market Recap.

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?

Rightsizing for Retirement

What does your home really cost?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

View all videos arrow