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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have A Question About This Topic?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
View all articles
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
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?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Rightsizing for Retirement
What does your home really cost?
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos