Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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 Redefined

Around the country, attitudes about retirement are shifting.

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.

Rightsizing for Retirement

What does your home really cost?

Catch-Up Contributions

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

A Fruitful Retirement: Social Security Benefit

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

• Articles

  Certain Uncertainties in Retirement

  The uncertainties we face in retirement can erode our sense of confidence.

  Starting a Roth IRA for a Teen

  This early financial decision could prove helpful over time.

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

  Inflation - Back to the Future

  Even low inflation rates over an extended period of time can impact your finances in retirement.

  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.

  Orchestrating Your Retirement Accounts

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

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• Calculators

  Estimate Your RMD

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

  Annuity Comparison

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

  Inflation & Retirement

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

  My Retirement Savings

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

  Saving for Retirement

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

  A Look at Systematic Withdrawals

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

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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

  Dreaming Up an Active Retirement

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

  Retiring the 4% Rule

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

  Perception vs. Reality

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

  A Bucket Plan to Go with Your Bucket List

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

  Social Security: By the Numbers

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

  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.

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