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

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.

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?

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

A Fruitful Retirement: Social Security Benefit

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

• Articles

  Is a Variable Annuity Right for Me?

  Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

  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.

  Retirement Questions That Have Nothing to Do With Money

  Things to consider before retirement.

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  Saving Early & Letting Time Work For You

  The earlier you start pursuing financial goals, the better your outcome may be.

  Choose Your Own Retirement Adventure

  Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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• Calculators

  My Retirement Savings

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

  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.

  Estimate Your RMD

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

  Simple 401k

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

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• Videos

  Retiring the 4% Rule

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

  Preparation is the Key to Retirement

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

  Rightsizing for Retirement

  What does your home really cost?

  Social Security: By the Numbers

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

  Risk Tolerance: What’s Your Style?

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

  Top 5 Things to Tell Your Financial Pro

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

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