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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18 Years’ Worth of Days

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?

Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

When Should You Take Social Security

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

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

Is a SEP-IRA Right for Your Business?

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

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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Estimate Your RMD

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

A Look at Systematic Withdrawals

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

Inflation & Retirement

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

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).

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Dreaming Up an Active Retirement

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

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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.

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?

Social Security: By the Numbers

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

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