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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Have A Question About This Topic?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Retirement Seen Through Your Eyes
What's your vision of retirement?
6 Financial Habits for a Secure and Successful Retirement
Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
View all articles
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Rightsizing for Retirement
What does your home really cost?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
View all videos
-
Articles
-
Calculators
-
Videos