Do you see retirement as having more time to relax or as an opportunity to try new things? These resources can help you explore some of the most important considerations in retirement, from managing your money to maintaining your health and well-being.

Retirement Distribution

How much income will you need to fund your retirement?

A big part of retirement planning is knowing how much replacement income you’ll need when your working days are over. If you don’t have a firm grasp on your monthly expenses, it’s tough to know how much money to save….


Turning 70½ in ’17?

Understanding RMD rules may be the best present you give yourself this year. If you or someone you know is turning 70½ in 2017, get ready to start taking money out of IRAs and qualified retirement plan accounts. In fact,…


Social Security Optimization

6 Key Considerations for Claiming Social Security

When it comes to claiming your Social Security benefits, there’s no “one size fits all” approach. But the strategy you use can have a major impact on how much money you could get. Before you make any decisions about when…


Can you get a Social Security do-over?

Life is full of regrettable decisions. Whether it’s that unfortunate haircut from the 1970s or the ugly matching sweaters you wore in the family photo decades ago, there are choices you wish you could do over. While getting a do-over…


Being in Retirement

Can your home generate retirement income?

As the retirement-income gap widens, more and more Americans are looking for ways to cover everyday costs. If you’re a retired homeowner and need to boost your income, you may want to consider two ways your home can help you…


Keep your post-retirement finances on track.

A lot of decisions go into a post-retirement plan. You need savings. You need an investment portfolio that can balance income, growth, and risk. You need healthcare coverage. You need a Social Security strategy. And all these pieces need to…