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

Preparation is the Key to Retirement

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

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?

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

• Articles

  Have you taken these key estate planning steps?

  To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

  Building a foundation for retirement in your 30s

  In your 30s, you may earn more money than ever before. That's why it’s an important time to start preparing for retirement.

  Tax Efficiency in Retirement

  What role would taxes play in your investment decisions?

  What Is a Roth 401(k)?

  Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

  Why annuities are in demand

  A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

  How to consider inflation into your retirement strategy

  How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

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• Videos

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  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.

  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?

  How to Bake a Pie-R-A

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

  A Fruitful Retirement: Social Security Benefit

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

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