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

Investment Strategies for Retirement

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cost of Procrastination

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

• Articles

  Caring for Aging Parents

  As our nation ages, many Americans are turning their attention to caring for aging parents.

  Choosing a Retirement Plan that Fits Your Business

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

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Traditional vs. Roth IRA

  One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

  How Will Working Affect Social Security Benefits?

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

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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.

  Self-Employed Retirement Plans

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

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

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

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

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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.

  Retirement Plan Distributions

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

  Investment Strategies for Retirement

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

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• Videos

  Perception vs. Reality

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

  Should You Tap Retirement Savings to Fund College?

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

  RE: Retirement

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

  18 Years Worth of Days

  The average retirement lasts for 18 years. Are you prepared to fill that many days?

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  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.

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