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

18 Years Worth of Days

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

Featured Presentation

Retirement Plan Distributions

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

Social Security: By the Numbers

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

The 12 Steps to Living Confidently: Retire With Confidence

There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.

Should You Tap Retirement Savings to Fund College?

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

• Articles

  How Can I Be a Confident Spender in Retirement?

  Imagine you’ve been invited to go paragliding. It’s your first time and you’ve bought a top-of-the-line paraglider.

  Is it Too Late to Plan for Retirement?

  These financial strategies can get you on track even if it feels too late to plan for retirement.

  How Women Make it Happen

  Women in financial services are some of the most progressive women in the world.

  Tax-Advantaged Retirement Planning

  Reduce your tax liability in retirement.

  Social Security: Maximizing Benefits

  There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

  Defining Your Priorities

  Achieving a long-term goal, like retirement, starts by taking small actions today.

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• Calculators

  Annuity Comparison

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

  A Look at Systematic Withdrawals

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

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

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

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

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  My Retirement Savings

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

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• Presentations

  Retirement Plan Distributions

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

  View all presentations

• Videos

  Social Security: By the Numbers

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

  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.

  Rightsizing for Retirement

  What does your home really cost?

  Retiring the 4% Rule

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

  Preparing For the Ultimate Vacation

  Make your retirement as exciting as your next vacation.

  RE: Retirement

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

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