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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Leaving Your Lasting Legacy

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

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

18 Years Worth of Days

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

• Articles

  Who Is Your Trusted Contact?

  This investment account question is vital and answered as early as possible.

  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.

  What Is a Roth 401(k)?

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

  Your Social Security Roadmap

  Help clients navigate their Social Security claiming decisions with our interactive roadmap.

  Retirement Income and the Traditional Portfolio

  Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  View all articles

• Calculators

  Inflation & Retirement

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

  My Retirement Savings

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

  Assess Your Life Insurance Needs

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

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  Simple 401k

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

  View all calculators

• Videos

  A Bucket Plan to Go with Your Bucket List

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

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  Dreaming Up an Active Retirement

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

  Social Security: By the Numbers

  Here are five facts about Social Security that might surprise you.

  Rightsizing for Retirement

  What does your home really cost?

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  View all videos