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

A Fruitful Retirement: Social Security Benefit

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

18 Years Worth of Days

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Social Security: By the Numbers

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

• Articles

  8 Financial Milestone Birthdays

  Get ready to celebrate your financial birthdays in this informative infographic.

  A Bucket Plan to Go with Your Bucket List

  Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

  Should You Borrow from Your 401(k)?

  Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

  Understanding Qualified Charitable Distributions

  Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

  The Cost of Procrastination

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

  Roth IRA for Kids

  Learn about the benefits and requirements of opening a Roth IRA for kids.

  View all articles

• 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

  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.

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  Simple 401k

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

  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.

  View all calculators

• Videos

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  The Long Run: Women and Retirement

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

  Dreaming Up an Active Retirement

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

  Rightsizing for Retirement

  What does your home really cost?

  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?

  View all videos