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Personal Investing

What You Need to Know about Required Minimum Distributions (RMDs)

This video explains the process and timeline for taking an RMD and the importance of planning ahead, especially if you need to fulfill your RMD using illiquid assets. With the SECURE Act signed into law in December 2019, the rules surrounding RMDs have changed, raising the RMD age from 70 ½ to 72, effective Jan 1...

Video

Protect Your Retirement Savings with an Emergency Savings Fund

Emergencies are unpredictable and often expensive. Make sure you’re prepared for when something difficult happens without having to dip into your retirement savings.

Video

The Importance of Retirement Readiness

In the US, millions of households are not on track to maintain their lifestyle in retirement. Learn about the important spending and saving factors to consider when planning for the future.

Video

Traditional IRA Calculator

How can contributing to a regular IRA help you in your retirement?

Financial Calculators

Roth vs. Traditional IRA Calculator

Use this calculator to determine which IRA may be right for you.

Financial Calculators

Retirement Nest Egg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.

Financial Calculators

Retirement Income Calculator

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Financial Calculators

IRA Spend It Or Save It Calculator

Use this calculator to determine the difference between spending your IRA now versus saving it for retirement.

Financial Calculators

Individual 401(k) Savings Calculator

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Financial Calculators

Take Control of Your Retirement Savings

Self-directed IRAs provide investors a wide range of choices when saving for retirement. Learn more about the different custody options, online tools and choice of investments you have for your IRA.

Fact Sheet