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.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

• Articles

  A Meal for All Generations

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

  Retirement Plan Choices for Small Businesses

  Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

  Choose Your Own Retirement Adventure

  Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

  Financial Strategies for Women

  Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

  Is a SEP-IRA Right for Your Business?

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

  Choosing a Retirement Plan that Fits Your Business

  To choose a plan, it’s important to ask yourself four key questions.

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• Calculators

  Estimate Your RMD

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

  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.

  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.

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

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• Videos

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  RE: Retirement

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

  Social Security: By the Numbers

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

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  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?

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