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

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Featured Presentation

An Inside Look at Retirement Living

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

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Immediate vs. Deferred Annuities

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

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

• Articles

  Important Birthdays Over 50

  Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

  Volunteering in Retirement

  For many, retirement includes contributing their time and talents to an organization in need.

  Understanding the SECURE Act 2.0

  A timeline covering a few of the major provisions of the SECURE Act 2.0.

  Navigating Retirement Pitfalls

  Why are they made again and again? Making sense of these errors in judgement.

  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.

  What Is a Roth 401(k)?

  Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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• Calculators

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

  Self-Employed Retirement Plans

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Inflation & Retirement

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

  Estimate Your RMD

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

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

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• Presentations

  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.

  View all presentations

• Videos

  Social Security: By the Numbers

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

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  Retirement and Quality of Life

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

  Should You Ever Retire?

  A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

  Timing Your Retirement

  This short video illustrates why knowing when to retire can be a crucial part of your strategy.

  Questions to Consider When Buying a Vacation Home

  Doing your research is key before buying a vacation home.

  View all videos