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

Risk Tolerance: What’s Your Style?

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

How to Bake a Pie-R-A

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

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

• Articles

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

  Volunteering in Retirement

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

  When Should You Take Social Security

  Monthly Social Security payments differ substantially depending on when you start receiving benefits.

  A Meal for All Generations

  When it comes to generational differences, knowing the facts can be difficult.

  Social Security: Maximizing Benefits

  There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

  Roth IRA for Kids

  Learn about the benefits and requirements of opening a Roth IRA for kids.

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• Calculators

  Simple 401k

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

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  Assess Your Life Insurance Needs

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

  My Retirement Savings

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

  Inflation & Retirement

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

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

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• Videos

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  Social Security: By the Numbers

  Here are five facts about Social Security that might surprise you.

  Top 5 Things to Tell Your Financial Pro

  Here are the top 5 things your team may want to hear.

  Risk Tolerance: What’s Your Style?

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

  The Long Run: Women and Retirement

  For women, retirement strategy is a long race. It’s helpful to know the route.

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