Retirement | Bin Zhai

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.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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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.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

6 Financial Habits for a Secure and Successful Retirement

Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

Are Subscriptions Cutting into Your Retirement Savings?

While some subscriptions can enhance your daily routines, they can also sneakily erode your retirement savings.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Assess Your Life Insurance Needs

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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Rightsizing for Retirement

What does your home really cost?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.