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

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Featured Presentation

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

A Meal for All Generations

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

Retirement Plan Detectives

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

• Articles

  When Should You Take Social Security

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

  Healthcare Costs in Retirement

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

  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.

  Why Medicare Should Be Part of Your Retirement Strategy

  How Medicare can address health care needs in your retirement strategy.

  Immediate vs. Deferred Annuities

  Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

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• Calculators

  Estimate Your RMD

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

  Inflation & Retirement

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

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

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

  Annuity Comparison

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

  My Retirement Savings

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

  Self-Employed Retirement Plans

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

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• Presentations

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

  Investment Strategies for Retirement

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

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• Videos

  Retirement Accounts When You Change Your Job

  This video discusses issues related to your retirement accounts when you move on from your job.

  Social Security: By the Numbers

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

  Perception vs. Reality

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

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  Should You Tap Retirement Savings to Fund College?

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

  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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