Retirement Calculators

Saving for Retirement
Due to increasing life expectancies, many are concerned they may outlive their retirement savings. Use this calculator to help determine when your retirement savings account may be depleted given a specified monthly income target.

Inflation & Retirement
It may surprise you how fast inflation can erode purchasing power. This calculator is designed to help you estimate how much more income you may need at retirement to keep your same standard of living that you have today.

Systematic Withdrawals
You have worked hard to accumulate your savings. Use this calculator to determine how long those funds may potentially last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)
Your retirement income can vary widely depending on what type of account holds your savings and what assumptions are made about overall returns and tax rates during the accumulation and withdrawal periods. Use this calculator to help compare employee contributions to the new after-tax Roth 401(k) and the current tax-deductible 401(k).
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
Retirement Video Library
Retirement and Quality of Life
The Long Run: Women and Retirement
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women must be ready to spend, on average, more years in retirement than men.
Take Charge of Your 401(k)
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes.
We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
Retirement Articles

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Retirement Income and the Traditional Portfolio

Retirement Realities
