Be more confident preparing for retirement.
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Confidently move your goals forward with deeper knowledge,
understanding, and insightsMake informed decisions on key retirement planning topics
Successfully shape the next phase of your life into your vision
Speak to a Retirement Specialist today.
Gain insights for your retirement journey.
Getting started on any endeavor is typically the most difficult part of achieving your goals. We have assembled a wealth of information and insights that can help you organize your approach to achieving your retirement goals.
One of the biggest questions facing people making a change in life is financial security. For retirement, that question typically revolves around having adequate savings so you don’t run out of money over a long retirement. Our financial planning experts provide some guidelines on how to assess your situation and make decisions that fit your goals.
Our expert roundtable discusses:
Portfolio risk and return
Tactical and strategic allocation decisions
Strategies to align your approach with investment goals
Critical to achieving a comfortable retirement from a financial perspective is how much money you can live on day to day. Identifying and managing income from sources like Social Security, a pension, and retirement savings makes a difference.
Health care is one of life’s biggest unexpected expenses. It can throw you for a big loop if not anticipated and factored into your financial and investment plans. Our financial planners have thought about and conducted extensive research on how to prepare for and contend with health care expenses in retirement.
Retirement prep checklist.
Think of this checklist as a simple overview to help you organize your retirement planning journey and a jumping- off place to pursue deeper information and insights.
Save 15% or more of your income, including any employer match, if you aren’t already. Also consider catch-up contributions to help make up any savings gaps. See "Plan Confidently for Retirement"
Factor in other sources of retirement income, including Social Security and possibly a pension, and view these sources as a household. View the Retirement Income Calculator
Consider consolidating retirement accounts. A rollover is one of several actions you can take.
Estimate your Social Security benefits based on your actual earnings record, and see how benefits change at different ages. Visit Social Security's Retirement Estimator
Assess your preretirement expenses to determine how much you’ll be spending in retirement. See "6 Steps to Retiring Smart"
Estimate how health care costs could affect expenses in retirement. See "Planning for Unexpected Health Care Costs in Retirement"
Put your plans into action.
From determining your asset allocation and selecting investments to calculating your retirement income, you have tools to help you put your plans into action.
Get investment advice based on your investment goals and risk tolerance—when you need it.
Find out if you and your household are on track for retirement.
Take control of the future of your assets to protect and preserve the things that matter most.
Find more than 100 funds managed according to our strategic investing approach.
Turn your investments into an automatic income stream.
Speak to a Retirement Specialist today.
We can help you ensure your portfolio is properly allocated for your goals and time horizon, and provide guidance on complex retirement topics.
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All investments are subject to market risk, including the possible loss of principal. Diversification cannot assure a profit or protect against loss in a declining market.
This material is provided for general and educational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types; it is not intended to suggest that any particular investment action is appropriate for you. Please consider your own circumstances before making an investment decision.
Income for the Retirement Income 2020 Fund is not guaranteed and is subject to change.