Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Have A Question About This Topic?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
View all articles
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.