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.

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Social Security: By the Numbers

Social Security: By the Numbers

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

Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

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Inflation & Retirement

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

Estimate Your RMD

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

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

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

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

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A Fruitful Retirement: Social Security Benefit

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

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Perception vs. Reality

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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