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

Social Security: By the Numbers

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

18 Years Worth of Days

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

7 Questions You May Have About Your Retirement

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

Perception vs. Reality

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

• Articles

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

  Year-End Moves to Optimize Retirement Transitions

  Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

  Retirement Realities

  Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

  Understanding the SECURE Act 2.0

  A timeline covering a few of the major provisions of the SECURE Act 2.0.

  6 Ways to Stay Ahead of Rising Retirement Costs

  From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

  When Should You Take Social Security

  Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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• Calculators

  Simple 401k

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

  My Retirement Savings

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

  Emergency Fund Calculator

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

  Assess Your Life Insurance Needs

  Estimate how much life insurance coverage may be appropriate for your situation.

  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

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• Videos

  Retirement Plan Detectives

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

  Retiring the 4% Rule

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

  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.

  Dreaming Up an Active Retirement

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

  Rightsizing for Retirement

  What does your home really cost?

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

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