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 Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The Long Run: Women and Retirement

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

• Articles

  A Meal for All Generations

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

  Your 4% Withdrawal Strategy May Not Be Enough

  Get the Tax Guidance You Need to Help Live the Retirement You Desire

  Preserving the Value of Your Retirement Plan

  Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

  Tax Strategies for Retirement Account Withdrawals

  Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.

  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.

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• Calculators

  Emergency Fund Calculator

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

  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.

  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

  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

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  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.

  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?

  Rightsizing for Retirement

  What does your home really cost?

  Leaving Your Lasting Legacy

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

  Retiring the 4% Rule

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

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