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

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.

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.

Timing Your Retirement

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

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

• Articles

  Conquering Retirement Challenges for Women

  Looking ahead can help you conquer these unique obstacles.

  Volunteering in Retirement

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

  Find That Lost Retirement Account

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

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

  Retirement Plan Choices for Small Businesses

  Retirement choices can be intimidating. Picking the right strategy.

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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• Calculators

  Self-Employed Retirement Plans

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

  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).

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  Estimate Your RMD

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

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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.

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• Videos

  Retirement Plan Detectives

  A couple become Retirement Plan Detectives, searching records from old employers.

  Retiring in a Post-Pandemic World

  Imagine your ideal post-pandemic retirement with this animated video.

  Retiring the 4% Rule

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

  Risk Tolerance: What’s Your Style?

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

  Retirement Accounts When You Change Your Job

  This video discusses issues related to your retirement accounts when you move on from your job.

  A Bucket Plan to Go with Your Bucket List

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

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