Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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

A Fruitful Retirement: Social Security Benefit

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

The Power of Tax-Deferred Growth

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

Money that Buys Good Health is Never Ill Spent

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

• Articles

  9 Facts About Retirement

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

  The SECURE Act

  This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

  The Cost of Procrastination

  Don't let procrastination keep you from pursuing your financial dreams and goals.

  Important Birthdays Over 50

  Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

  Social Security: Maximizing Benefits

  There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

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• Calculators

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

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• Videos

  RE: Retirement

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

  The Long Run: Women and Retirement

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Preparing For the Ultimate Vacation

  Make your retirement as exciting as your next vacation.

  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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