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

Retiring the 4% Rule

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

Risk Tolerance: What’s Your Style?

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

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Top 5 Things to Tell Your Financial Pro

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

• Articles

  Can I Create a Roth if I’m Over the Income Limit?

  Use this article to start conversations about the “backdoor” Roth IRA strategy.

  Roth IRA for Kids

  Learn about the benefits and requirements of opening a Roth IRA for kids.

  What's So Great About a Rollover?

  Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

  Saving Early & Letting Time Work For You

  The earlier you start pursuing financial goals, the better your outcome may be.

  Your Changing Definition of Risk in Retirement

  A change in your mindset during retirement may drive changes to your portfolio.

  8 Financial Milestone Birthdays

  Get ready to celebrate your financial birthdays in this informative infographic.

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• Calculators

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

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

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

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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.

  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.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Preparation is the Key to Retirement

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

  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.

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