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

Top 5 Things to Tell Your Financial Pro

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

Preparation is the Key to Retirement

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

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

RE: Retirement

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

• Articles

  FIRE Retirement

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

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

  Retiring Earlier Than Expected? What To Know

  Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

  Perception vs. Reality

  Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

  Why Do Renters Have to Save More?

  How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

  How Women Can Prepare For Retirement

  Are women prepared for a 20-year retirement?

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• Calculators

  Estimate Your RMD

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

  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.

  My Retirement Savings

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

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  IRA Income

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

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• Videos

  Retirement Accounts When You Change Your Job

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

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

  Leaving Your Lasting Legacy

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

  The Power of Tax-Deferred Growth

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  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?

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