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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Featured Presentation

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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

  Healthcare Costs in Retirement

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

  When Should You Take Social Security

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

  Money that Buys Good Health is Never Ill Spent

  It's important to make sure your retirement strategy anticipates health-care expenses.

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

  Is a Variable Annuity Right for Me?

  Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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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).

  My Retirement Savings

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

  Annuity Comparison

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

  Inflation & Retirement

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

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• Presentations

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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• Videos

  RE: Retirement

  How does your ideal retirement differ from reality, and what can we do to better align the two?

  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.

  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.

  Don't Buy The Hype

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

  Retiring the 4% Rule

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

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