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

Retirement Plan Detectives

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

Featured Presentation

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

A Bucket Plan to Go with Your Bucket List

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

Helpful Retirement Strategies for Women

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

Perception vs. Reality

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

• Articles

  Money that Buys Good Health is Never Ill Spent

  It's important to make sure your retirement strategy anticipates health-care expenses.

  Traditional vs. Roth IRA

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

  Healthcare Costs in Retirement

  Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

  Who Is Your Trusted Contact?

  This investment account question is vital and answered as early as possible.

  Retirement Realities

  Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

  When Should You Take Social Security

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

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• Calculators

  Self-Employed Retirement Plans

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

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  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.

  Encore Careers: Push Your Boundaries

  Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

  Rightsizing for Retirement

  What does your home really cost?

  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.

  Social Security: By the Numbers

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

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