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 Power of Tax-Deferred Growth

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Important Birthdays Over 50

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

Timing Your Retirement

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

• Articles

  Traditional vs. Roth IRA

  One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

  Money that Buys Good Health is Never Ill Spent

  It's important to make sure your retirement strategy anticipates health-care expenses.

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  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.

  What to Expect in Your First Year of Retirement

  A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

  When Should You Take Social Security

  Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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• Calculators

  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

  IRA Income

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

  The Power of 401k Catch-Ups

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

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  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.

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

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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?

  Retiring the 4% Rule

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

  The Long Run: Women and Retirement

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  A Fruitful Retirement: Social Security Benefit

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

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