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

The Long Run: Women and Retirement

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

Encore Careers: Push Your Boundaries

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

Retirement Seen Through Your Eyes

What's your vision of retirement?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

• Articles

  First Year of Retirement: What to Expect

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

  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.

  Retirement Strategy After a Job Loss

  Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

  Traditional vs. Roth IRA

  One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  Find That Lost Retirement Account

  With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

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• Calculators

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

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

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

  Simple 401k

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

  Inflation & Retirement

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

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  IRA Income

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

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• Videos

  Retirement Accounts When You Change Your Job

  This video explores what to do with retirement accounts when you move on from your job.

  Social Security: By the Numbers

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

  Rightsizing for Retirement

  What does your home really cost?

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  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.

  RE: Retirement

  How does your ideal retirement differ from reality, and what can we do to better align the two?

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