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

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?

Leaving Your Lasting Legacy

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

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

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.

• Articles

  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.

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Saving Early & Letting Time Work For You

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

  Retiring Earlier Than Expected? What To Know

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

  Understanding Qualified Charitable Distributions

  Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

  Systematic Withdrawals in Retirement

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

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• Calculators

  IRA Income

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

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  Inflation & Retirement

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

  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.

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

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• Videos

  Risk Tolerance: What’s Your Style?

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

  Dreaming Up an Active Retirement

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

  Working With A Financial Professional

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

  The Long Run: Women and Retirement

  For women, retirement strategy is a long race. It’s helpful to know the route.

  Rightsizing for Retirement

  What does your home really cost?

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

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