The retirement generation still is not quite here. The demographics suggest they will be a good real estate segment over the long term.

All the calculators do is project an interest rate and a tax rate for retirement. You can't rely on that. It's a guide, maybe.

Retirees are much too loyal to the company that employed them, ... When it comes to retirement savings, your first loyalty must be to yourself.

It's the best motivation to save for retirement that we've seen in America. Everybody should be in the Roth game if they can.

By joining our companies together, we will dominate the two fastest growing segments of the financial services industry, retirement savings and international markets, ... This marriage is a great cultural fit, with complementary businesses and a distribution network that is second to none.

I think we're going to rewrite what retirement means. What we do and how we look will be very different than prior generations. It's not going to be a passive experience.