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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Featured Presentation

Investment Strategies for Retirement

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

RE: Retirement

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Social Security: By the Numbers

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

• Articles

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  Lesser Known Provisions of the SECURE Act

  Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

  Inflation - Back to the Future

  Even low inflation rates over an extended period of time can impact your finances in retirement.

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

  Retirement Income and the Traditional Portfolio

  Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

  View all articles

• Calculators

  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).

  My Retirement Savings

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Annuity Comparison

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

  View all calculators

• Presentations

  Investment Strategies for Retirement

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

  An Inside Look at Retirement Living

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

  View all presentations

• Videos

  Perception vs. Reality

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

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

  The Long Run: Women and Retirement

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

  A Fruitful Retirement: Social Security Benefit

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

  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?

  Retiring the 4% Rule

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

  View all videos