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

Social Security: By the Numbers

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

RE: Retirement

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

How to Bake a Pie-R-A

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

• Articles

  A Meal for All Generations

  When it comes to generational differences, knowing the facts can be difficult.

  Caring for Aging Parents

  As our nation ages, many Americans are turning their attention to caring for aging parents.

  Immediate vs. Deferred Annuities

  Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

  Social Security Benefits: How Much Will I Receive

  Calculating your potential Social Security benefit is a three-step process.

  Retirement Realities

  Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

  Why Medicare Should Be Part of Your Retirement Strategy

  How Medicare can address health care needs in your retirement strategy.

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• Calculators

  Roth 401(k) vs. Traditional 401(k)

  Compare Roth and traditional 401(k) options to see which may work better 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

  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.

  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.

  Estimate Your RMD

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

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• Videos

  Retiring the 4% Rule

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

  Leaving Your Lasting Legacy

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

  Dreaming Up an Active Retirement

  When you retire, how will you treat your next chapter?

  Rightsizing for Retirement

  What does your home really cost?

  A Fruitful Retirement: Social Security Benefit

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

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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