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.

Have A Question About This Topic?

Thank you! Oops!
Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

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

Planning for the Three Stages of Retirement

Planning for the Three Stages of Retirement

Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

7 Questions to Consider in Retirement

Explore these must-ask questions for pursuing and living out your dream retirement.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Retirement Savings in Three Phases of Retirement

It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

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.

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.

New Ways to Give in a New Phase of Life

Want to give back without giving up your retirement? Discover new ways to give back in retirement.

View all articles

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.

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.

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

Annuity Comparison

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

View all calculators

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Accounts When You Change Your Job

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

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.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Dreaming Up an Active Retirement

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

View all videos