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

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.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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

  5 Benefits of Working in Retirement

  Here are 5 reason why you may consider working through retirement.

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  Does Your Portfolio Fit Your Retirement Lifestyle?

  Lifestyle considerations in creating your retirement portfolio.

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  9 Facts About Retirement

  Regardless of how you approach retirement, there are some things about it that might surprise you.

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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• Calculators

  Annuity Comparison

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

  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.

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

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  A Look at Systematic Withdrawals

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

  Self-Employed Retirement Plans

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

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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.

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• Videos

  Retiring the 4% Rule

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

  Rightsizing for Retirement

  What does your home really cost?

  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?

  Dreaming Up an Active Retirement

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

  The Long Run: Women and Retirement

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

  What You Need to Know About Social Security

  Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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