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

Timing Your Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Systematic Withdrawals in Retirement

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

Should You Tap Retirement Savings to Fund College?

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

• Articles

  Retirement Is a Beginning

  Key questions to answer when you are considering retirement.

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

  Buying a Vacation Home? 5 Questions to Consider First

  You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

  Women and Wealth: A Pivot Towards Retirement

  Tips and strategies for women approaching retirement to ensure a smooth transition.

  Understanding Qualified Charitable Distributions

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

  Should You Borrow from Your 401(k)?

  Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

  View all articles

• Calculators

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

  Roth 401(k) vs. Traditional 401(k)

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  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.

  Saving for Retirement

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

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

  View all calculators

• Videos

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  A Fruitful Retirement: Social Security Benefit

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

  Encore Careers: Push Your Boundaries

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

  Should You Tap Retirement Savings to Fund College?

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

  Rightsizing for Retirement

  What does your home really cost?

  Perception vs. Reality

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

  View all videos