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.

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Social Security: By the Numbers

Social Security: By the Numbers

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

Choices for Your 401(k) at a Former Employer

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.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Social Security Fairness Act's New Chapter

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

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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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Inflation & Retirement

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

My Retirement Savings

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

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.

Annuity Comparison

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

The Power of 401k Catch-Ups

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

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Timing Your Retirement

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Dreaming Up an Active Retirement

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

A Fruitful Retirement: Social Security Benefit

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

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Perception vs. Reality

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

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