Retirement

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.

Have A Question About This Topic?

Thank you! Oops!
Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

View all articles

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

A Bucket Plan to Go with Your Bucket List

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

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.

The Long Run: Women and Retirement

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

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

View all videos