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!
Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

New Retirement Contribution Limits for 2024

A look at the new, record-high retirement contribution limits from the IRS.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

View all articles

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.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

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

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.

View all calculators

Social Security: By the Numbers

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Preparation is the Key to Retirement

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

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.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Rightsizing for Retirement

What does your home really cost?

View all videos