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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retirement Income and the Traditional Portfolio

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

Should You Tap Retirement Savings to Fund College?

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

• Articles

  How Will Working Affect Social Security Benefits?

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

  Eight Mistakes That Can Upend Your Retirement

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

  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.

  What Is a 1031 Exchange?

  A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

  Retirement Strategy After a Job Loss

  Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

  Traditional vs. Roth IRA

  One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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• Calculators

  Emergency Fund Calculator

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

  The Power of 401k Catch-Ups

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

  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.

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

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

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  Simple 401k

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

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• Videos

  Retirement Accounts When You Change Your Job

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

  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?

  Top 5 Things to Tell Your Financial Pro

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

  Retirement Plan Detectives

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

  Dreaming Up an Active Retirement

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

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

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