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

Retirement Plan Detectives

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

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement Is a Beginning

Key questions to answer when you are considering 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.

• Articles

  Women and Wealth: A Pivot Towards Retirement

  Tips and strategies for women approaching retirement to ensure a smooth transition.

  The Pre-Retirement Checklist

  This checklist can give you a quick snapshot of how prepared you are.

  When Should You Take Social Security

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

  Retirement Plan Choices for Small Businesses

  Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

  Social Security Fairness Act's New Chapter

  Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

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• Calculators

  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.

  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.

  Inflation & Retirement

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

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• Videos

  Timing Your Retirement

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

  18 Years Worth of Days

  The average retirement lasts for 18 years. What will you do with your days?

  Retiring the 4% Rule

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

  Top 5 Things to Tell Your Financial Pro

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

  Risk Tolerance: What’s Your Style?

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

  RE: Retirement

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

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