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.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Have A Question About This Topic?

Timing Your Retirement

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

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Leaving Your Lasting Legacy

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

8 Financial Milestone Birthdays

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

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

9 Facts About Social Security

There are things about Social Security that might surprise you.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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

The Power of 401k Catch-Ups

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

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.

Estimate Your RMD

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

View all calculators

18 Years Worth of Days

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Timing Your Retirement

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

Rightsizing for Retirement

What does your home really cost?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Retirement Redefined

Around the country, attitudes about retirement are shifting.