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

Should You Tap Retirement Savings to Fund College?

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

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.

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.

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.

Perception vs. Reality

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

• Articles

  Choosing a Retirement Plan that Fits Your Business

  To choose a plan, it’s important to ask yourself four key questions.

  Split Annuity Strategy

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

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  What Is a Stretch IRA?

  If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

  Social Security Benefits: How Much Will I Receive

  Calculating your potential Social Security benefit is a three-step process.

  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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Inflation & Retirement

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

  Estimate Your RMD

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

  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.

  Annuity Comparison

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

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• Presentations

  Investment Strategies for Retirement

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

  Retirement Plan Distributions

  There are a number of ways to withdraw money from a qualified retirement plan.

  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

  A Bucket Plan to Go with Your Bucket List

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Women and Retirement

  Women must be ready to spend, on average, more years in retirement than men.

  Perception vs. Reality

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

  Social Security: By the Numbers

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

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