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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Featured Presentation

An Inside Look at Retirement Living

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Encore Careers: Push Your Boundaries

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

• Articles

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

  When Should You Take Social Security

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

  Certain Uncertainties in Retirement

  The uncertainties we face in retirement can erode our sense of confidence.

  Healthcare Costs in Retirement

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

  What Is a Roth 401(k)?

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

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• Calculators

  Estimate Your RMD

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

  Inflation & Retirement

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

  My Retirement Savings

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

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Annuity Comparison

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

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• Presentations

  An Inside Look at Retirement Living

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

  Investment Strategies for Retirement

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

  View all presentations

• Videos

  RE: Retirement

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

  The Long Run: Women and Retirement

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Retiring the 4% Rule

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

  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?

  Risk Tolerance: What’s Your Style?

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

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