Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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 in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Perception vs. Reality

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

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

Dreaming Up an Active Retirement

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

• Articles

  Eight Mistakes That Can Upend Your Retirement

  There are common mistakes you can avoid when saving for retirement.

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  Caring for Aging Parents

  As our nation ages, many Americans are turning their attention to caring for aging parents.

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  Social Security: Maximizing Benefits

  There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

  Women on the Rise

  Explore the growing influence women wield over the economy with this handy infographic.

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• Calculators

  Annuity Comparison

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

  A Look at Systematic Withdrawals

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

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

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• Videos

  Encore Careers: Push Your Boundaries

  Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

  Don't Buy The Hype

  There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

  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.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  The Power of Tax-Deferred Growth

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

  Rightsizing for Retirement

  What does your home really cost?

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