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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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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.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.