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

A Bucket Plan to Go with Your Bucket List

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

The Long Run: Women and Retirement

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

Choose Your Own Retirement Adventure

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

Social Security: By the Numbers

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

• Articles

  Important Birthdays Over 50

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

  5 Benefits of Working in Retirement

  Here are 5 reasons why you may consider working through retirement.

  What to Expect in Your First Year of Retirement

  A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

  New Retirement Contribution Limits for 2026

  A look at the new retirement contribution limits from the IRS.

  SECURE Act 2.0: An Overview

  The second iteration of the SECURE Act brings forward several changes to the world of retirement.

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

  View all articles

• Calculators

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

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

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  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.

  View all calculators

• Videos

  Should You Tap Retirement Savings to Fund College?

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

  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?

  Perception vs. Reality

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

  Encore Careers: Push Your Boundaries

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

  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.

  View all videos