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.

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.

Featured Presentation

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Have A Question About This Topic?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

9 Facts About Retirement

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

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

View all articles

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

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

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.

View all presentations

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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.

Rightsizing for Retirement

What does your home really cost?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Social Security: By the Numbers

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