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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Power of Tax-Deferred Growth

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

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

• Articles

  Money that Buys Good Health is Never Ill Spent

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

  Saving Early & Letting Time Work For You

  The earlier you start pursuing financial goals, the better your outcome may be.

  How Retirement Spending Changes With Time

  It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.

  Social Security Benefits: How Much Will I Receive

  Calculating your potential Social Security benefit is a three-step process.

  Women and Wealth: A Pivot Towards Retirement

  Tips and strategies for women approaching retirement to ensure a smooth transition.

  Your Social Security Roadmap

  Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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• Calculators

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

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• Videos

  The Long Run: Women and Retirement

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

  RE: Retirement

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

  Rightsizing for Retirement

  What does your home really cost?

  Should You Tap Retirement Savings to Fund College?

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

  Risk Tolerance: What’s Your Style?

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

  Top 5 Things to Tell Your Financial Pro

  Here are the top 5 things your team may want to hear.

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