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 Plan Detectives

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

The Long Run: Women and Retirement

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

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

How to Bake a Pie-R-A

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

• Articles

  Gen Xers: 5 ways to prepare for retirement today

  Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

  Key Considerations When Designing a Retirement Plan

  For many business owners today, retirement planning is important for both their own and their employees’ financial future

  What Is a Roth 401(k)?

  Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

  Volunteering in Retirement

  For many, retirement includes contributing their time and talents to an organization in need.

  How to consider inflation into your retirement strategy

  How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

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• Videos

  How to Bake a Pie-R-A

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

  Retirement and Quality of Life

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

  Retiring the 4% Rule

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

  Risk Tolerance: What’s Your Style?

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

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  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?

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