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.

Featured Video

Preparation is the Key to Retirement

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

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.

• Articles

  IRA Withdrawals that Escape the 10% Tax Penalty

  The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

  How Women Can Prepare For Retirement

  Are women prepared for a 20-year retirement?

  6 Ways to Stay Ahead of Rising Retirement Costs

  From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

  9 Facts About Retirement

  Regardless of how you approach retirement, there are some things about it that might surprise you.

  Why Medicare Should Be Part of Your Retirement Strategy

  How Medicare can address health care needs in your retirement strategy.

  FIRE Retirement

  This short, informative article teaches the basics of the FIRE movement.

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• Calculators

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

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• Videos

  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.

  Retirement Accounts When You Change Your Job

  This video explores what to do with 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.

  Rightsizing for Retirement

  What does your home really cost?

  18 Years Worth of Days

  The average retirement lasts for 18 years. What will you do with your days?

  A Bucket Plan to Go with Your Bucket List

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

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