Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Have A Question About This Topic?
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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
View all articles
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
View all presentations
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.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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.