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Home Insights Topics Individual Retirement

Individual Retirement

Guide to Retirement

Health Care

Sep 10, 2015 | DOCUMENT

Health care costs in retirement

Health care costs are rising faster than inflation. This paper discusses why retiree portfolios need growth as well as income.

Jun 23, 2015 | DOCUMENT

Long-term care

A consideration of the need, cost and insurance solutions
Health care cost in retirement


Aug 14, 2015 | DOCUMENT

Spending in retirement

Understanding how people spend as they age can help financial advisors and their clients build better retirement plans, craft more effective investment strategies and attain more successful retirement outcomes.

May 07, 2015 | DOCUMENT

How long is the journey through retirement?

Learn how misconceptions about life expectancy can be hazardous to an individual's retirement plan.

Social Security

Nov 04, 2015 | DOCUMENT

Changes to Social Security claiming strategies

Retirement Strategist Sharon Carson discusses the elimination of two popular filing strategies used by families to maximize their Social Security benefits.

Sep 17, 2015 | DOCUMENT

The future of Social Security

Compare how the proposed changes to Social Security might affect retirement planning.

Other timely retirement topics

Feb 09, 2015 | DOCUMENT

Beware the retirement tax cliff

In this paper, Retirement Strategist Lena Rizkallah, J.D., explores strategies to diversify income sources, meet spending needs and manage taxes in retirement.

May 29, 2015 | DOCUMENT

Balancing acts

Investing for college without sacrificing retirement
The Retirement Tax Cliff

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Simplify the complex with the Guide to Retirement 

Mar 03, 2015 | VIDEO