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.

 
 
Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

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

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Your Social Security Roadmap

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

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

View all articles arrow

Simple 401k

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

Assess Your Life Insurance Needs

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

Emergency Fund Calculator

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

My Retirement Savings

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

IRA Income

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

View all calculators arrow

A Bucket Plan to Go with Your Bucket List

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

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Dreaming Up an Active Retirement

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

Rightsizing for Retirement

What does your home really cost?

View all videos arrow