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

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.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Long Run: Women and Retirement

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

• Articles

  Adapting Your Money Habits for a Confident Retirement

  Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

  Perception vs. Reality

  Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

  Prepare for Unexpected Expenses in Retirement

  Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

  Does Your Portfolio Fit Your Retirement Lifestyle?

  Lifestyle considerations in creating your retirement portfolio.

  Preserving the Value of Your Retirement Plan

  Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

  Volunteering in Retirement

  For many, retirement includes contributing their time and talents to an organization in need.

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• Calculators

  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.

  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

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  Annuity Comparison

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

  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.

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• Videos

  A Fruitful Retirement: Social Security Benefit

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Retirement Accounts When You Change Your Job

  This video explores what to do with retirement accounts when you move on from your job.

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  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?

  Perception vs. Reality

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

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