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.

Rightsizing for Retirement

What does your home really cost?

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

• Articles

  IRA Withdrawals: Timing Is Everything

  What to consider before taking a withdrawal from your IRA.

  Healthcare Costs in Retirement

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

  Make the Most of Your Required Minimum Distributions

  RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.

  Three Alternatives to a Traditional Retirement

  With a careful plan in place, retirement can look however you want it to. Here’s 3 alternatives to a traditional retirement.

  The Three Tests of a Roth Conversion

  Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

  After You Max Out Your 401(k)

  Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.

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• Calculators

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

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• Videos

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  Rightsizing for Retirement

  What does your home really cost?

  Perception vs. Reality

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

  The Long Run: Women and Retirement

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

  Risk Tolerance: What’s Your Style?

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

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

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