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

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.

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?

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.

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?

• Articles

  How Will Working Affect Social Security Benefits?

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

  Immediate vs. Deferred Annuities

  Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

  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.

  Money that Buys Good Health is Never Ill Spent

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

  What Is a Roth 401(k)?

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

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

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• Calculators

  Annuity Comparison

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

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

  Inflation & Retirement

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  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).

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• Videos

  Social Security: By the Numbers

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

  Should You Ever Retire?

  A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Should You Tap Retirement Savings to Fund College?

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

  A Bucket Plan to Go with Your Bucket List

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

  Dreaming Up an Active Retirement

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

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