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

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Featured Presentation

An Inside Look at Retirement Living

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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.

• Articles

  Social Security: Five Facts You Need to Know

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

  Eight Mistakes That Can Upend Your Retirement

  There are common mistakes you can avoid when saving for retirement.

  Your Changing Definition of Risk in Retirement

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

  What's New for Social Security?

  There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

  Healthcare Costs in Retirement

  Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

  Choosing a Retirement Plan that Fits Your Business

  To choose a plan, it’s important to ask yourself four key questions.

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• Calculators

  Self-Employed Retirement Plans

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

  My Retirement Savings

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

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

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

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• Presentations

  Investment Strategies for Retirement

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

  An Inside Look at Retirement Living

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

  View all presentations

• Videos

  Should You Tap Retirement Savings to Fund College?

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

  Risk Tolerance: What’s Your Style?

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

  Perception vs. Reality

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

  Social Security: By the Numbers

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

  Dreaming Up an Active Retirement

  When you retire, how will you treat your next chapter?

  RE: Retirement

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

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