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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Three Key Questions to Answer Before Taking Social Security

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

Social Security: By the Numbers

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

• Articles

  9 Facts About Retirement

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

  Social Security Fairness Act's New Chapter

  Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  Orchestrating Your Retirement Accounts

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

  Three Key Questions to Answer Before Taking Social Security

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

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

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• Calculators

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  IRA Income

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

  My Retirement Savings

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

  Simple 401k

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

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

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• Videos

  Timing Your Retirement

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

  Retirement Plan Detectives

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

  Retirement and Quality of Life

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

  The Long Run: Women and Retirement

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

  A Fruitful Retirement: Social Security Benefit

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

  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.

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