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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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.

Retiring in a Post-Pandemic World

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

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

• Articles

  The Pre-Retirement Checklist

  This checklist can give you a quick snapshot of how prepared you are.

  Choices for Your 401(k) at a Former Employer

  Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

  Retirement Is a Beginning

  Key questions to answer when you are considering retirement.

  Retirement Questions That Have Nothing to Do With Money

  Things to consider before retirement.

  Systematic Withdrawals in Retirement

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

  Social Security: The 64,000 Dollar Question

  One of the most common questions people ask about Social Security is when they should start taking benefits.

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• Calculators

  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).

  A Look at Systematic Withdrawals

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

  My Retirement Savings

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

  Estimate Your RMD

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

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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.

  Investment Strategies for Retirement

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

  View all presentations

• Videos

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  The Long Run: Women and Retirement

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

  Questions to Consider When Buying a Vacation Home

  Doing your research is key before buying a vacation home.

  Rightsizing for Retirement

  What does your home really cost?

  Timing Your Retirement

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

  A Fruitful Retirement: Social Security Benefit

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

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