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

Should You Tap Retirement Savings to Fund College?

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

• Articles

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  Volunteering in Retirement

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

  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.

  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?

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• Calculators

  Self-Employed Retirement Plans

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

  Inflation & Retirement

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

  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.

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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 Redefined

  Around the country, attitudes about retirement are shifting.

  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.

  A Bucket Plan to Go with Your Bucket List

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

  Preparing For the Ultimate Vacation

  Make your retirement as exciting as your next vacation.

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

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