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

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.

Social Security: By the Numbers

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

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

• Articles

  Women on the Rise

  Explore the growing influence women wield over the economy with this handy infographic.

  Traditional vs. Roth IRA

  One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  Tax Efficiency in Retirement

  What role would taxes play in your investment decisions?

  Who Is Your Trusted Contact?

  This investment account question is vital and answered as early as possible.

  Retirement Is a Beginning

  Key questions to answer when you are considering retirement.

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• Calculators

  The Power of 401k Catch-Ups

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

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  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.

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• Videos

  Retirement Plan Detectives

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

  A Fruitful Retirement: Social Security Benefit

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

  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.

  RE: Retirement

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

  Risk Tolerance: What’s Your Style?

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

  18 Years Worth of Days

  The average retirement lasts for 18 years. What will you do with your days?

  View all videos