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 Redefined

Around the country, attitudes about retirement are shifting.

Dreaming Up an Active Retirement

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

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Retirement Plan Detectives

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

• Articles

  Retirement Seen Through Your Eyes

  What's your vision of retirement?

  Deciding When to Take Social Security

  One of the most common questions people ask about Social Security is when they should start taking benefits.

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  What's So Great About a Rollover?

  Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

  The Cost of Procrastination

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

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• Calculators

  My Retirement Savings

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

  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.

  Self-Employed Retirement Plans

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

  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

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  How to Bake a Pie-R-A

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

  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.

  Retirement and Quality of Life

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Top 5 Things to Tell Your Financial Pro

  Here are the top 5 things your team may want to hear.

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