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.

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Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Emergency Fund Calculator

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

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.

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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.

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See how your current savings rate and contributions may grow into retirement income.

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

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

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

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Social Security: By the Numbers

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

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Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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