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

Retirement and Quality of Life

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

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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?

• Articles

  Tax Efficiency in Retirement

  What role would taxes play in your investment decisions?

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

  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: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

  Choices for Your 401(k) at a Former Employer

  Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

  Saving Early & Letting Time Work For You

  The earlier you start pursuing financial goals, the better your outcome may be.

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• Calculators

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  My Retirement Savings

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

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

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• Videos

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

  Top 5 Things to Tell Your Financial Pro

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

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  How to Bake a Pie-R-A

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

  Should You Tap Retirement Savings to Fund College?

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

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