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

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?

Retirement Income and the Traditional Portfolio

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

RE: Retirement

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

• Articles

  Does Your Portfolio Fit Your Retirement Lifestyle?

  Lifestyle considerations in creating your retirement portfolio.

  Eight Mistakes That Can Upend Your Retirement

  There are common mistakes you can avoid when saving for retirement.

  How Will Working Affect Social Security Benefits?

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

  The Pre-Retirement Checklist

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

  Helpful Retirement Strategies for Women

  Learn how to address the challenges that women face when planning for retirement.

  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.

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• Calculators

  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.

  IRA Income

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

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  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.

  Emergency Fund Calculator

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

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• Videos

  Timing Your Retirement

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

  Preparation is the Key to Retirement

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

  Retirement Accounts When You Change Your Job

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

  The Long Run: Women and Retirement

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

  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.

  Leaving Your Lasting Legacy

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

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