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Financial Intermediaries / Insights / Retirement

Retirement

Support retirement conversations with clients and plan participants with timely topics on retirement planning.

Retirement Wellness

Visualize Retirement
Visualize the nonfinancial side of retirement.

Find out how to build stronger relationships with preretirees by helping them prepare for the emotional and lifestyle changes of retirement.

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Health Care Expenses in Retirement

Sales Tools

Planning for Retirement Health Care Costs

Affording health care costs is a concern for people of all ages as these costs are considered to be one of the larger expenses clients will face in retirement... Read More

Related Presentation

How the Health Care Dollar Is Spent

Help your clients plan for retirement health care costs.

On Retirement

Breaking Down Health Care Expenses in Retirement

Given that health care costs are incurred over time, it makes sense to view them as an ongoing regular budget item. Read More
Additional Insights

A New Way to Calculate Retirement Health Care Costs

Planning for Unexpected Health Care Costs in Retirement

The Truth About Health Care Expenses Late in Life

Sales Tools

The Impact of Medicare Expenses on Retirement Income

An overview of the most important rules surrounding Medicare premiums and practical guidance on how these rules impact common retirement investment vehicles... Read More

Retirement Investing

Client Conversations

Facing Retirement in a Down Market

Following a conservative withdrawal approach early in retirement and planning for temporary adjustments along the way can help retirees weather the markets. Read More

Client Conversations

Retiring in a Volatile Market

Monte Carlo Analysis

Sales Tools

Using Monte Carlo Analysis to Help Clients Prepare for the Future

By utilizing Monte Carlo analysis, advisors can help clients understand how the decisions they make today can affect their retirement income tomorrow. Read More

Monte Carlo Analysis Card

Monte Carlo Analysis

Evaluate the potential success rates of various retirement strategies by simulating how they might perform under thousands of market scenerios.

Asset Allocation

Asset Allocation

Gain valuable market intelligence, multi-asset investment perspectives, and portfolio construction insights.

Retirement Pulse

Retirement Pulse: It's Time to Get Serious About Retirement Income Solutions

Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals. Read More

Retirement Pulse: Evaluating Roth and Pretax Retirement Savings Options

Having a meaningful level of Roth assets via a Roth IRA or Roth option in a 401(k) can help you manage taxes effectively in retirement. Read More

Retirement Pulse: When to Consider a Roth Conversion

Converting a Traditional IRA to a Roth account affords investments tax diversification and the benefit of tax-free distributions in retirement. Read More

Retirement Pulse: How Much Cash Should Retirees Have on Hand?

Retirees may consider having extra cash on hand to help sustain themselves should there be an extended down market. Read More

Retirement Pulse: Tax-Efficient Withdrawal Strategies

The order in which retirees withdraw from taxable and tax-advantaged accounts should be informed by tax-efficient strategies. Read More

Retirement Pulse: The Benefit of Saving Regularly for Retirement

Supplement your client conversations about how much to save for retirement with this helpful article regarding the 15% rule of thumb. Read More

Retirement Pulse: Are My Retirement Savings on Track?

As your clients save for retirement, it is likely you will get questions about how much they need to save and whether they are on track. Read More

New and Noteworthy

Informed Investing

Retirement Income Strategies for Your Practice

Market Volatility: Staying the Course

Relevant information on market volatility that can help you and your clients prepare for what’s ahead. Read More

Intellectual Capital

With Recent Tax Cuts, Investors May Need to Revisit Their Financial Planning

Having just faced the April 17 tax filing deadline, U.S. taxpayers should consider the wide-ranging impact of the tax law changes for 2018. Read More

Retirement Perspectives

Income Replacement in Retirement

It’s helpful to have a target for what you might spend in retirement. The challenge is knowing what those expenses might be if you’re many years away from retiring... Read More

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