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.

Timing Your Retirement

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

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Perception vs. Reality

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

Financial Wellness on Your Path to Retirement

Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.

Should You Tap Retirement Savings to Fund College?

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

5 Unexpected Costs That Can Disrupt Retirement

Don’t let the unexpected derail your retirement. Discover five common surprise costs and how to plan ahead with confidence.

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.

Understanding Social Security: 5 Common Myths Explained

Have questions about Social Security? Explore five common myths to better understand your benefits and options.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Financial Wellness on Your Path to Retirement

Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.

How Will Working Affect Social Security Benefits?

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

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Self-Employed Retirement Plans

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

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

Inflation & Retirement

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

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Top 5 Things to Tell Your Financial Pro

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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.

Perception vs. Reality

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

How to Bake a Pie-R-A

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