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.

Dreaming Up an Active Retirement

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

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.

Should You Tap Retirement Savings to Fund College?

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

• Articles

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  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.

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  Important Birthdays Over 50

  Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

  Exploring Retirement Plans for Small Businesses

  Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

  Social Security: Maximizing Benefits

  There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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• Calculators

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Estimate Your RMD

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

  Saving for Retirement

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

  My Retirement Savings

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

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

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

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

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• Videos

  RE: Retirement

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

  A Bucket Plan to Go with Your Bucket List

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

  Working With A Financial Professional

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  The Long Run: Women and Retirement

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

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