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.

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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

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This attention-grabbing infographic covers retirement topics you may not have considered.

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Work backwards from your savings goal to find the rate of return you'd need to get there.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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

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This video explores what to do with retirement accounts when you move on from your job.

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This short video illustrates the importance of understanding sequence of returns risk.

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Around the country, attitudes about retirement are shifting.

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