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

Social Security: By the Numbers

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

RE: Retirement

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

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

• 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.

  Choices for Your 401(k) at a Former Employer

  Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

  The Cost of Procrastination

  Don't let procrastination keep you from pursuing your financial dreams and goals.

  Social Security: The Elephant in the Room

  Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

  5 Benefits of Working in Retirement

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

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

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• Calculators

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  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.

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• Videos

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  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?

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

  Leaving Your Lasting Legacy

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

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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