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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Rightsizing for Retirement

What does your home really cost?

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

The Long Run: Women and Retirement

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

• Articles

  Money-Saving Tips for Managing Your Subscriptions

  A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

  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.

  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.

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  Important Birthdays Over 50

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

  Tips for Improving Your Financial Health into Retirement

  Here are ten key steps to help improve your financial health and make the most of your retirement years.

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• Calculators

  IRA Income

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

  Inflation & Retirement

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

  Emergency Fund Calculator

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

  Simple 401k

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

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• Videos

  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.

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

  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?

  Retiring the 4% Rule

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

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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