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.

A Fruitful Retirement: Social Security Benefit

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

Have A Question About This Topic?

RE: Retirement

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

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

Retiring the 4% Rule

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

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Social Security Benefits: How Much Will I Receive

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

Tips for Improving Your Financial Health into Retirement

Here are ten key steps to help improve your financial health and make the most of your retirement years.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Balancing Family Giving and Retirement Planning

Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

View all articles

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

The Power of 401k Catch-Ups

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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.

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

Inflation & Retirement

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

View all calculators

Top 5 Things to Tell Your Financial Pro

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

RE: Retirement

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?