Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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

Retirement and Quality of Life

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

Featured Presentation

Investment Strategies for Retirement

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

Rightsizing for Retirement

What does your home really cost?

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Dreaming Up an Active Retirement

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

• Articles

  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.

  A Meal for All Generations

  When it comes to generational differences, knowing the facts can be difficult.

  IRA Withdrawals that Escape the 10% Tax Penalty

  The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

  The Pre-Retirement Checklist

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

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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• Calculators

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

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

  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.

  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.

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• Presentations

  Investment Strategies for Retirement

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

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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• Videos

  The Power of Tax-Deferred Growth

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Perception vs. Reality

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

  A Bucket Plan to Go with Your Bucket List

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

  The Long Run: Women and Retirement

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

  Preparing For the Ultimate Vacation

  Make your retirement as exciting as your next vacation.

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