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.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

• Articles

  A Meal for All Generations

  When it comes to generational differences, knowing the facts can be difficult.

  Retirement Plan Choices for Small Businesses

  Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

  Giving Back in Retirement: New Strategies for a New Phase

  Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

  Why You Should Invest in Your 401(k)

  Did you know that your savings can compound over time?

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Enjoying Retirement While Staying Aligned with Your Plan

  After saving for years, it's time to build confidence to spend. Learn to enjoy retirement without second-guessing purchases.

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• Calculators

  IRA Income

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

  Simple 401k

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

  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.

  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.

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• Videos

  Dreaming Up an Active Retirement

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

  Retirement and Quality of Life

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

  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.

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  Should You Tap Retirement Savings to Fund College?

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

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  View all videos