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 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.

Featured Presentation

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Perception vs. Reality

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

• Articles

  Systematic Withdrawals in Retirement

  Taking regular, periodic withdrawals during retirement can be quite problematic.

  Tax Efficiency in Retirement

  What role would taxes play in your investment decisions?

  Starting a Roth IRA for a Teen

  This early financial decision could prove helpful over time.

  Money that Buys Good Health is Never Ill Spent

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

  The Cost of Procrastination

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

  5 Benefits of Working in Retirement

  Here are 5 reason why you may consider working through retirement.

  View all articles

• Calculators

  Annuity Comparison

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

  Self-Employed Retirement Plans

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

  Saving for Retirement

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

  A Look at Systematic Withdrawals

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

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

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

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  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

  Risk Tolerance: What’s Your Style?

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

  Retiring in a Post-Pandemic World

  Imagine your ideal post-pandemic retirement with this animated video.

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  Retiring the 4% Rule

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

  Should You Tap Retirement Savings to Fund College?

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

  Timing Your Retirement

  This short video illustrates why knowing when to retire can be a crucial part of your strategy.

  View all videos