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

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?

Dreaming Up an Active Retirement

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

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

• Articles

  Choices for Your 401(k) at a Former Employer

  Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

  Your Social Security Roadmap

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

  Deciding When to Take Social Security

  One of the most common questions people ask about Social Security is when they should start taking benefits.

  5 Benefits of Working in Retirement

  Here are 5 reasons why you may consider working through retirement.

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

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

  Understanding Qualified Charitable Distributions

  Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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• Calculators

  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.

  Assess Your Life Insurance Needs

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

  Simple 401k

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

  Inflation & Retirement

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

  My Retirement Savings

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

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• Videos

  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?

  Retiring the 4% Rule

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

  How to Bake a Pie-R-A

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

  Risk Tolerance: What’s Your Style?

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

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

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