Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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

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.

Featured Presentation

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Home Ownership by the Numbers

Tips on home-buying for Millennials.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

• Articles

  Choices for Your 401(k) at a Former Employer

  Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

  What Is a Stretch IRA?

  If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

  Supplementing Retirement Income with Whole Life

  Whole Life insurance can add to your retirement income and allow you to live confidently.

  Retirement Income and the Traditional Portfolio

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

  Tax Deductions: Catch Them All!

  Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.

  You Are Not Alone it Just Feels That Way

  Let’s start getting your financial priorities and attitudes in sync with model behaviors.

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• Calculators

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

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

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

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• Presentations

  Retirement Plan Distributions

  There are a number of ways to withdraw money from a qualified retirement plan.

  View all presentations

• Videos

  18 Years Worth of Days

  The average retirement lasts for 18 years. Are you prepared to fill that many days?

  Retiring the 4% Rule

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

  Should You Tap Retirement Savings to Fund College?

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

  Don't Buy The Hype

  There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  A Fruitful Retirement: Social Security Benefit

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

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