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

The Long Run: Women and Retirement

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

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.

Retirement Savings in Three Phases of Retirement

It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

A Fruitful Retirement: Social Security Benefit

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

• Articles

  Retirement Income and the Traditional Portfolio

  Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

  Important Birthdays Over 50

  Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

  Six Surprising Facts About Retirement Confidence

  This attention-grabbing infographic covers retirement topics you may not have considered.

  Find That Lost Retirement Account

  With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

  Starting a Roth IRA for a Teen

  This early financial decision could prove helpful over time.

  Conquering Retirement Challenges for Women

  Looking ahead can help you conquer these unique obstacles.

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• Calculators

  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.

  The Power of 401k Catch-Ups

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

  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.

  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.

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• Videos

  What You Need to Know About Social Security

  Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

  Top 5 Things to Tell Your Financial Pro

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

  Timing Your Retirement

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

  RE: Retirement

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

  Retirement and Quality of Life

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

  Retiring the 4% Rule

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

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