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

The Long Run: Women and Retirement

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

Top 5 Things to Tell Your Financial Pro

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

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

• Articles

  9 Facts About Retirement

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

  A Meal for All Generations

  When it comes to generational differences, knowing the facts can be difficult.

  Understanding Social Security: 5 Common Myths Explained

  Have questions about Social Security? Explore five common myths to better understand your benefits and options.

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  Social Security Fairness Act's New Chapter

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

  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.

  View all articles

• 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.

  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.

  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.

  Inflation & Retirement

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

  View all calculators

• Videos

  A Fruitful Retirement: Social Security Benefit

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Encore Careers: Push Your Boundaries

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

  Retirement and Quality of Life

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

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  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