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

RE: Retirement

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

Dreaming Up an Active Retirement

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Retirement and Quality of Life

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

• Articles

  How Women Can Prepare For Retirement

  Are women prepared for a 20-year retirement?

  AI Tools Changing Retiree Entrepreneurship

  The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

  Can I Create a Roth if I’m Over the Income Limit?

  Use this article to start conversations about the “backdoor” Roth IRA strategy.

  Saving Early & Letting Time Work For You

  The earlier you start pursuing financial goals, the better your outcome may be.

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• Calculators

  Simple 401k

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

  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.

  Estimate Your RMD

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

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

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• Videos

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  A Fruitful Retirement: Social Security Benefit

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

  Retirement and Quality of Life

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

  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?

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  Retiring the 4% Rule

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

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