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

A Fruitful Retirement: Social Security Benefit

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

Retirement and Quality of Life

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

Your Social Security Roadmap

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

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.

• Articles

  Conquering Retirement Challenges for Women

  Looking ahead can help you conquer these unique obstacles.

  Your Social Security Roadmap

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

  Volunteering in Retirement

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

  Why Do Renters Have to Save More?

  How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  Your Changing Definition of Risk in Retirement

  A change in your mindset during retirement may drive changes to your portfolio.

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• Calculators

  The Power of 401k Catch-Ups

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

  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.

  Inflation & Retirement

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

  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

  Retirement Plan Detectives

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

  Should You Tap Retirement Savings to Fund College?

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

  Top 5 Things to Tell Your Financial Pro

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

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  A Bucket Plan to Go with Your Bucket List

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

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

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