Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

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Social Security: By the Numbers

Social Security: By the Numbers

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

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

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

How to Retire Early

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.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

Catch-Up Contributions

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

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Rightsizing for Retirement

What does your home really cost?

Dreaming Up an Active Retirement

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

RE: Retirement

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

Retiring the 4% Rule

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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