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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

RE: Retirement

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

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

• Articles

  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.

  Perception vs. Reality

  Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

  Caring for Aging Parents

  As our nation ages, many Americans are turning their attention to caring for aging parents.

  Starting a Roth IRA for a Teen

  This early financial decision could prove helpful over time.

  Find That Lost Retirement Account

  With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

  How Women Can Prepare For Retirement

  Are women prepared for a 20-year retirement?

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• Calculators

  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.

  My Retirement Savings

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

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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• Videos

  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.

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  Rightsizing for Retirement

  What does your home really cost?

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