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 Redefined

Around the country, attitudes about retirement are shifting.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Should You Tap Retirement Savings to Fund College?

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

• Articles

  The Pre-Retirement Checklist

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

  Healthcare Costs in Retirement

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

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  Understanding Qualified Charitable Distributions

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

  Roth IRA for Kids

  Learn about the benefits and requirements of opening a Roth IRA for kids.

  5 Benefits of Working in Retirement

  Here are 5 reasons why you may consider working through retirement.

  View all articles

• Calculators

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  Inflation & Retirement

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

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

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

  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.

  My Retirement Savings

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

  View all calculators

• Videos

  Risk Tolerance: What’s Your Style?

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

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

  Should You Tap Retirement Savings to Fund College?

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

  Retirement Plan Detectives

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

  Working With A Financial Professional

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

  The Long Run: Women and Retirement

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

  View all videos