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

A Bucket Plan to Go with Your Bucket List

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

The Long Run: Women and Retirement

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

Saving Early & Letting Time Work For You

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

• Articles

  Understanding Social Security: 5 Common Myths Explained

  Have questions about Social Security? Explore five common myths to better understand your benefits and options.

  Understanding Qualified Charitable Distributions

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

  Deciding When to Take Social Security

  One of the most common questions people ask about Social Security is when they should start taking benefits.

  Introducing the 530A Accounts

  An article explaining 530A Accounts.

  Healthcare Costs in Retirement

  Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

  Retirement Questions That Have Nothing to Do With Money

  Things to consider before retirement.

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• Calculators

  IRA Income

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

  Annuity Comparison

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

  Emergency Fund Calculator

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

  Assess Your Life Insurance Needs

  Estimate how much life insurance coverage may be appropriate for your situation.

  My Retirement Savings

  See how your current savings rate and contributions may grow into 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.

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• Videos

  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.

  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?

  18 Years Worth of Days

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

  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.

  A Bucket Plan to Go with Your Bucket List

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

  Perception vs. Reality

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

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