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

A Fruitful Retirement: Social Security Benefit

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

How to Bake a Pie-R-A

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

AI Tools Changing Retiree Entrepreneurship

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

Rightsizing for Retirement

What does your home really cost?

• Articles

  Who Is Your Trusted Contact?

  This investment account question is vital and answered as early as possible.

  Smart Retirement Habits for Retirement Success and Security

  Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

  Immediate vs. Deferred Annuities

  Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  Your 4% Withdrawal Strategy May Not Be Enough

  Get the Tax Guidance You Need to Help Live the Retirement You Desire

  Balancing Family Giving and Retirement Planning

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

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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.

  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

  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.

  Annuity Comparison

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

  Inflation & Retirement

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

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• Videos

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Dreaming Up an Active Retirement

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

  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?

  What You Need to Know About Social Security

  Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

  RE: Retirement

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

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