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

Rightsizing for Retirement

What does your home really cost?

The Long Run: Women and Retirement

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

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

• Articles

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

  5 Benefits of Working in Retirement

  Here are 5 reasons why you may consider working through 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.

  Understanding Qualified Charitable Distributions

  Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  Where Will Your Retirement Money Come From?

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

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• Calculators

  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.

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

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

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Preparation is the Key to Retirement

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

  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?

  Timing Your Retirement

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

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