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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Retirement Accounts When You Change Your Job

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

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

How to Bake a Pie-R-A

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

• Articles

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

  Healthcare Costs in Retirement

  Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

  Social Security: The Elephant in the Room

  Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

  Important Birthdays Over 50

  Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

  Money that Buys Good Health is Never Ill Spent

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

  AI Tools Changing Retiree Entrepreneurship

  The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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• Calculators

  IRA Income

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

  My Retirement Savings

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

  The Power of 401k Catch-Ups

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

  Inflation & Retirement

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  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.

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• Videos

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  Rightsizing for Retirement

  What does your home really cost?

  Social Security: By the Numbers

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Top 5 Things to Tell Your Financial Pro

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

  Should You Tap Retirement Savings to Fund College?

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

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