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 the importance of understanding sequence of returns risk.

Retirement and Quality of Life

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

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Risk Tolerance: What’s Your Style?

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

• Articles

  Retirement Plan Choices for Small Businesses

  Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

  Your Social Security Roadmap

  Help clients navigate their Social Security claiming decisions with our interactive roadmap.

  The Pre-Retirement Checklist

  This checklist can give you a quick snapshot of how prepared you are.

  Who Is Your Trusted Contact?

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

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  Find That Lost Retirement Account

  With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

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• Calculators

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  Assess Your Life Insurance Needs

  Estimate how much life insurance coverage may be appropriate for your situation.

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  Emergency Fund Calculator

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

  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.

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• Videos

  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.

  RE: Retirement

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Timing Your Retirement

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

  A Bucket Plan to Go with Your Bucket List

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

  A Fruitful Retirement: Social Security Benefit

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

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