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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RE: Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Tax Strategies for Retirement Account Withdrawals

Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

• Articles

  Can I Create a Roth if I’m Over the Income Limit?

  Use this article to start conversations about the “backdoor” Roth IRA strategy.

  Year-End Moves to Optimize Retirement Transitions

  Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  Does Your Portfolio Fit Your Retirement Lifestyle?

  Lifestyle considerations in creating your retirement portfolio.

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

  6 Financial Habits for a Secure and Successful Retirement

  Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.

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• Calculators

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  Annuity Comparison

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

  Saving for Retirement

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

  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.

  Self-Employed Retirement Plans

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

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• Videos

  Rightsizing for Retirement

  What does your home really cost?

  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.

  Retirement and Quality of Life

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

  A Fruitful Retirement: Social Security Benefit

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

  Top 5 Things to Tell Your Financial Pro

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

  Dreaming Up an Active Retirement

  When you retire, how will you treat your next chapter?

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