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

Retiring the 4% Rule

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

Retirement Plan Detectives

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

RE: Retirement

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

• Articles

  How Retirement Spending Changes With Time

  It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

  Social Security Fairness Act's New Chapter

  Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

  Roth IRA for Kids

  Learn about the benefits and requirements of opening a Roth IRA for kids.

  Systematic Withdrawals in Retirement

  Taking regular, periodic withdrawals during retirement can be quite problematic.

  Navigating Retirement Pitfalls

  Why are they made again and again? Making sense of these errors in judgment.

  Buying a Vacation Home? 5 Questions to Consider First

  You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

  View all articles

• Calculators

  Estimate Your RMD

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

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  The Power of 401k Catch-Ups

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

  Inflation & Retirement

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

  View all calculators

• Videos

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  Risk Tolerance: What’s Your Style?

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  Retirement Accounts When You Change Your Job

  This video explores what to do with retirement accounts when you move on from your job.

  Timing Your Retirement

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

  View all videos