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

The Long Run: Women and Retirement

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

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

How to Keep Your Retirement Savings Working for You

Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.

Perception vs. Reality

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

• Articles

  Find That Lost Retirement Account

  With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

  Social Security Benefits: How Much Will I Receive

  Calculating your potential Social Security benefit is a three-step process.

  5 Benefits of Working in Retirement

  Here are 5 reasons why you may consider working through retirement.

  9 Facts About Retirement

  Regardless of how you approach retirement, there are some things about it that might surprise you.

  7 Questions You May Have About Your Retirement

  Are you on the brink of retirement or settling into your golden years?

  Retirement Plan Choices for Small Businesses

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

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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.

  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.

  Simple 401k

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

  IRA Income

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

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  Annuity Comparison

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

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• Videos

  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.

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  Preparation is the Key to Retirement

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Dreaming Up an Active Retirement

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

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