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.

Have A Question About This Topic?

Thank you! Oops!
Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

RE: Retirement

RE: Retirement

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

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators

A Bucket Plan to Go with Your Bucket List

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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?

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?

Retirement and Quality of Life

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

Leaving Your Lasting Legacy

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

View all videos