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

RE: Retirement

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

How to Bake a Pie-R-A

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

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

The Long Run: Women and Retirement

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

• Articles

  Your Social Security Roadmap

  Help clients navigate their Social Security claiming decisions with our interactive roadmap.

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  Prepare for Unexpected Expenses in Retirement

  Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

  5 Reasons to Invest in Your 401(k)

  Did you know that your savings can compound over time?

  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.

  Roadmap to Retirement: Tax & Investment Strategies

  The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

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• Calculators

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  Assess Your Life Insurance Needs

  Estimate how much life insurance coverage may be appropriate for your situation.

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

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• Videos

  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.

  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.

  Retirement and Quality of Life

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

  A Fruitful Retirement: Social Security Benefit

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

  Perception vs. Reality

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

  The Long Run: Women and Retirement

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

  View all videos