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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Retirement Accounts When You Change Your Job

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

• Articles

  Deciding When to Take Social Security

  One of the most common questions people ask about Social Security is when they should start taking benefits.

  Navigating Retirement Pitfalls

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

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  What Is a Roth 401(k)?

  Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

  Who Is Your Trusted Contact?

  This investment account question is vital and answered as early as possible.

  Retirement Income and the Traditional Portfolio

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

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• Calculators

  IRA Income

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

  Inflation & Retirement

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

  Simple 401k

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  Emergency Fund Calculator

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

  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.

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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.

  A Bucket Plan to Go with Your Bucket List

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

  Social Security: By the Numbers

  Here are five facts about Social Security that might surprise you.

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  RE: Retirement

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

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