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

Preparation is the Key to Retirement

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

Perception vs. Reality

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

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Timing Your Retirement

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

• Articles

  When Should You Take Social Security

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

  Healthcare Costs That Catch Retirees Off Guard

  An article on three healthcare costs that often catch retirees off guard.

  Perception vs. Reality

  Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

  Systematic Withdrawals in Retirement

  Taking regular, periodic withdrawals during retirement can be quite problematic.

  Deciding When to Take Social Security

  One of the most common questions people ask about Social Security is when they should start taking benefits.

  View all articles

• Calculators

  The Power of 401k Catch-Ups

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

  My Retirement Savings

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

  Simple 401k

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

  Estimate Your RMD

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

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

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

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

  View all calculators

• Videos

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  Should You Tap Retirement Savings to Fund College?

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

  The Power of Tax-Deferred Growth

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

  Dreaming Up an Active Retirement

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

  Working With A Financial Professional

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

  View all videos