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

RE: Retirement

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

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.

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.

Timing Your Retirement

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

• Articles

  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?

  Tax Strategies for Retirement Account Withdrawals

  Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.

  Orchestrating Your Retirement Accounts

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

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  Retirement Seen Through Your Eyes

  What's your vision of retirement?

  Eight Mistakes That Can Upend Your Retirement

  There are common mistakes you can avoid when saving for retirement.

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• Calculators

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  My Retirement Savings

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

  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.

  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

  Annuity Comparison

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

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• Videos

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  Retirement Accounts When You Change Your Job

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Leaving Your Lasting Legacy

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

  Encore Careers: Push Your Boundaries

  Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

  Social Security: By the Numbers

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

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