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

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

RE: Retirement

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

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

• Articles

  Retirement Strategy After a Job Loss

  Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

  Retiring Earlier Than Expected? What To Know

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

  Understanding Qualified Charitable Distributions

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

  What Is a 1031 Exchange?

  A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

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

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

  AI Tools Changing Retiree Entrepreneurship

  The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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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.

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  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.

  My Retirement Savings

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

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• Videos

  Should You Ever Retire?

  A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

  Retirement Plan Detectives

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

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  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?

  Rightsizing for Retirement

  What does your home really cost?

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