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

Preparation is the Key to Retirement

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

Dreaming Up an Active Retirement

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

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Top 5 Things to Tell Your Financial Pro

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

• Articles

  FIRE Retirement

  This short, informative article teaches the basics of the FIRE movement.

  When Should You Take Social Security

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

  Why Medicare Should Be Part of Your Retirement Strategy

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

  Should You Borrow from Your 401(k)?

  Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

  Does Your Portfolio Fit Your Retirement Lifestyle?

  Lifestyle considerations in creating your retirement portfolio.

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

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• Calculators

  Emergency Fund Calculator

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

  Estimate Your RMD

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

  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

  Simple 401k

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

  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

  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.

  Working With A Financial Professional

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  A Bucket Plan to Go with Your Bucket List

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

  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.

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