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

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.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Risk Tolerance: What’s Your Style?

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

• Articles

  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.

  Retirement Seen Through Your Eyes

  What's your vision of retirement?

  What Is a 1031 Exchange?

  A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

  Choosing a Retirement Plan that Fits Your Business

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

  Buying a Vacation Home? 5 Questions to Consider First

  You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

  Retirement Realities

  Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

  View all articles

• Calculators

  Self-Employed Retirement Plans

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  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.

  Annuity Comparison

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

  My Retirement Savings

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

  View all calculators

• 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.

  Investment Strategies for Retirement

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

  View all presentations

• Videos

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

  Rightsizing for Retirement

  What does your home really cost?

  18 Years’ Worth of Days

  The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Perception vs. Reality

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

  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