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 Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rightsizing for Retirement

What does your home really cost?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

• Articles

  What to Expect in Your First Year of Retirement

  A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  Retirement Income and the Traditional Portfolio

  Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

  Three Key Questions to Answer Before Taking Social Security

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

  Financial Strategies for Women

  Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

  Retirement Questions That Have Nothing to Do With Money

  Things to consider before retirement.

  View all articles

• Calculators

  The Power of 401k Catch-Ups

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

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  Inflation & Retirement

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

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  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.

  View all calculators

• Videos

  Retirement and Quality of Life

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

  Social Security: By the Numbers

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

  Top 5 Things to Tell Your Financial Pro

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

  Timing Your Retirement

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

  View all videos