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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Have A Question About This Topic?
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.
How to help protect against market volatility
Diversifying your investment portfolio with whole life insurance and annuities can help protect against market volatility
How will you pay for health care in 2053?
Health care costs can top $600,000 for a couple in retirement. Here are 6 planning steps you can take to be prepared.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Have you taken these key estate planning steps?
Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.
How to consider inflation into your retirement strategy
How will inflation impact your retirement? Learn how to factor inflation into your long-term financial strategy.
View all articles
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
View all videos
-
Articles
-
Calculators
-
Videos