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.
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?
Have A Question About This Topic?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
View all articles
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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
View all calculators
Rightsizing for Retirement
What does your home really cost?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
View all videos
-
Articles
-
Calculators
-
Videos