Retirement | Jason Tei

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 and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Timing Your Retirement

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

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Money-Saving Tips for Managing Your Subscriptions

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

Make the Most of Retirement Without Losing Sight of the Plan

Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Retirement Seen Through Your Eyes

What's your vision of retirement?

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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.

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.

The Power of 401k Catch-Ups

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

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.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retirement Plan Detectives

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?