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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Have A Question About This Topic?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
View all articles
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.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
View all videos
-
Articles
-
Calculators
-
Videos