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

A Fruitful Retirement: Social Security Benefit

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

Rightsizing for Retirement

What does your home really cost?

• Articles

  Perception vs. Reality

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

  Retirement Is a Beginning

  Key questions to answer when you are considering retirement.

  Should You Borrow from Your 401(k)?

  Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

  Choices for Your 401(k) at a Former Employer

  Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

  Social Security: The Elephant in the Room

  Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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• Calculators

  Annuity Comparison

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

  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

  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.

  IRA Income

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

  My Retirement Savings

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

  The Power of 401k Catch-Ups

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

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• Videos

  Perception vs. Reality

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

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

  How to Bake a Pie-R-A

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

  What You Need to Know About Social Security

  Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

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