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?

Social Security: By the Numbers

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

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Power of Tax-Deferred Growth

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

• Articles

  Important Birthdays Over 50

  Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

  Retirement Is a Beginning

  Key questions to answer when you are considering retirement.

  Money that Buys Good Health is Never Ill Spent

  It's important to make sure your retirement strategy anticipates health-care expenses.

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

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

  8 Financial Milestone Birthdays

  Get ready to celebrate your financial birthdays in this informative infographic.

  Retiring Earlier Than Expected? What To Know

  Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

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• Calculators

  Estimate Your RMD

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

  The Power of 401k Catch-Ups

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

  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

  Inflation & Retirement

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

  My Retirement Savings

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

  IRA Income

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

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• Videos

  Timing Your Retirement

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

  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.

  Encore Careers: Push Your Boundaries

  Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

  Retirement Accounts When You Change Your Job

  This video explores what to do with retirement accounts when you move on from your job.

  Rightsizing for Retirement

  What does your home really cost?

  RE: Retirement

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

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