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Retirement planning

Social Security. Tax deferred benefits. IRAs. Get the facts you need to understand your retirement options with the articles and videos in this section.
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Retirement Planning

Boosting your retirement strategy confidence with annuities

A high-level overview of the types of annuities available and how they can be used for retirement.

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Retirement Planning

What is a variable annuity?

Find out how a financial solution like a variable annuity can help grow your retirement savings, provide guaranteed income and protect you in retirement.

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Retirement Planning

Understanding Qualified Charitable Distributions

Need to take a required minimum distribution from your IRA this year but don't need the income? Here's how to do it while minimizing your tax burden and helping make the world a better place.

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Retirement Planning

Custodial Roth IRA

A custodial Roth IRA is the first rung on the ladder to retirement - and your child can take it before they reach adulthood. Here's how.

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A senior adult couple meeting with their financial advisor to discuss annuity payment options.
Retirement Planning

Annuity payment options

If you're considering an annuity, here's an outline of some of the different ways you can have it pay out.

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Retirement Planning

6 factors to consider when reviewing your retirement strategy

Find out how a simple reframing of your retirement planning approach can help you feel less intimidated and keep your goals on track.

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Senior couple in their kitchen taking meds and reviewing Medicare
Retirement Planning

3 myths about Medicare costs in retirement

Medicare can be confusing and complicated for retirees, sometimes resulting in unexpected costs. Learn about common myths to help you prepare for Medicare costs in retirement.

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