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

Top 5 Things to Tell Your Financial Pro

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

Dreaming Up an Active Retirement

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

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

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

  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.

  How Women Can Prepare For Retirement

  Are women prepared for a 20-year retirement?

  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.

  Giving Back in Retirement: New Strategies for a New Phase

  Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

  Healthcare Costs in Retirement

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

  Understanding the SECURE Act 2.0

  A timeline covering a few of the major provisions of the SECURE Act 2.0.

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• Calculators

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

  The Power of 401k Catch-Ups

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

  Emergency Fund Calculator

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

  Simple 401k

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  My Retirement Savings

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

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• Videos

  Top 5 Things to Tell Your Financial Pro

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

  A Bucket Plan to Go with Your Bucket List

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Retirement Plan Detectives

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

  Timing Your Retirement

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

  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.

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