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 Redefined

Around the country, attitudes about retirement are shifting.

Retiring the 4% Rule

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

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

• Articles

  Retirement Income and the Traditional Portfolio

  Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

  How women can boost their financial confidence

  How women can increase their financial knowledge.

  Saving Early & Letting Time Work For You

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

  Choices for Your 401(k) at a Former Employer

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

  Tax Efficiency in Retirement

  What role would taxes play in your investment decisions?

  Imagine your life with guaranteed income

  If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out.

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• Calculators

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  Saving for Retirement

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

  Inflation & Retirement

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

  A Look at Systematic Withdrawals

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

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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.

  Leaving Your Lasting Legacy

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

  Risk Tolerance: What’s Your Style?

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

  Should You Ever Retire?

  A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  A Fruitful Retirement: Social Security Benefit

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

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