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!
Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

18 Years’ Worth of Days

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?

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

9 Facts About Social Security

There are things about Social Security that might surprise you.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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.

Self-Employed Retirement Plans

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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

A Fruitful Retirement: Social Security Benefit

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

RE: Retirement

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

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos