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

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Perception vs. Reality

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

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

RE: Retirement

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

• Articles

  Helpful Retirement Strategies for Women

  Learn how to address the challenges that women face when planning for retirement.

  Choose Your Own Retirement Adventure

  Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

  Conquering Retirement Challenges for Women

  Looking ahead can help you conquer these unique obstacles.

  Deciding When to Take Social Security

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

  Social Security: The Elephant in the Room

  Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

  Is a Variable Annuity Right for Me?

  Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

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• Calculators

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

  Inflation & Retirement

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

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  The Power of 401k Catch-Ups

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

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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.

  Risk Tolerance: What’s Your Style?

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

  A Fruitful Retirement: Social Security Benefit

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

  Rightsizing for Retirement

  What does your home really cost?

  Retiring the 4% Rule

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

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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