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

The Power of Tax-Deferred Growth

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

Social Security: By the Numbers

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

Social Security: The 64,000 Dollar Question

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

• Articles

  Women on the Rise

  Explore the growing influence women wield over the economy with this handy infographic.

  A Meal for All Generations

  When it comes to generational differences, knowing the facts can be difficult.

  Three Key Questions to Answer Before Taking Social Security

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

  Lesser Known Provisions of the SECURE Act

  Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

  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.

  Inflation - Back to the Future

  Even low inflation rates over an extended period of time can impact your finances in retirement.

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• Calculators

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

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

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

  My Retirement Savings

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  A Look at Systematic Withdrawals

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

  Saving for Retirement

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

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• Videos

  A Bucket Plan to Go with Your Bucket List

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

  Rightsizing for Retirement

  What does your home really cost?

  Should You Tap Retirement Savings to Fund College?

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

  The Long Run: Women and Retirement

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

  Don't Buy The Hype

  There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

  Should You Ever Retire?

  A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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