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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Tap Retirement Savings to Fund College?

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

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

• Articles

  Why Medicare Should Be Part of Your Retirement Strategy

  How Medicare can address health care needs in your retirement strategy.

  Retirement Is a Beginning

  Key questions to answer when you are considering retirement.

  Choose Your Own Retirement Adventure

  Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

  Social Security Benefits: How Much Will I Receive

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

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

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

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

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• Calculators

  Emergency Fund Calculator

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

  The Power of 401k Catch-Ups

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

  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.

  IRA Income

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

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

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• Videos

  Timing Your Retirement

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

  Leaving Your Lasting Legacy

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

  The Long Run: Women and Retirement

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

  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.

  Perception vs. Reality

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

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

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