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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Social Security: Five Facts You Need to Know

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

A Bucket Plan to Go with Your Bucket List

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

• Articles

  When Should You Take Social Security

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

  Choose Your Own Retirement Adventure

  Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

  Three Key Questions to Answer Before Taking Social Security

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

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

  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.

  Systematic Withdrawals in Retirement

  Taking regular, periodic withdrawals during retirement can be quite problematic.

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• Calculators

  Emergency Fund Calculator

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

  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

  Estimate Your RMD

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

  Inflation & Retirement

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

  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.

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

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• Videos

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Social Security: By the Numbers

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

  Working With A Financial Professional

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

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  18 Years Worth of Days

  The average retirement lasts for 18 years. What will you do with your days?

  Perception vs. Reality

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

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