Retirement | Second Comma

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.

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.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Introducing the 530A Accounts

An article explaining 530A Accounts.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Planning for the Three Stages of Retirement

Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.

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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.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Simple 401k

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.