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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Have A Question About This Topic?
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.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Retirement Planning With Your Special Needs Child in Mind
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
What is Guaranteed Retirement Income?
Get the facts about guaranteed retirement income.
The 12 Steps to Living Confidently: Retire With Confidence
There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
View all articles
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
View all calculators
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Rightsizing for Retirement
What does your home really cost?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.
View all videos
-
Articles
-
Calculators
-
Videos