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

Leaving Your Lasting Legacy

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

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.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Should You Tap Retirement Savings to Fund College?

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

• Articles

  Choose Your Own Retirement Adventure

  Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  IRA Withdrawals that Escape the 10% Tax Penalty

  The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

  Deciding When to Take Social Security

  One of the most common questions people ask about Social Security is when they should start taking benefits.

  8 Financial Milestone Birthdays

  Get ready to celebrate your financial birthdays in this informative infographic.

  Retiring Earlier Than Expected? What To Know

  Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

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• Calculators

  Annuity Comparison

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

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  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.

  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.

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• Videos

  The Long Run: Women and Retirement

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

  Retirement and Quality of Life

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

  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?

  A Fruitful Retirement: Social Security Benefit

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

  Timing Your Retirement

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

  18 Years Worth of Days

  The average retirement lasts for 18 years. What will you do with your days?

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