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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Have A Question About This Topic?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Retirement Seen Through Your Eyes
What's your vision of retirement?
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
View all articles
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
View all videos
-
Articles
-
Calculators
-
Videos