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 Bucket Plan to Go with Your Bucket List

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

Rightsizing for Retirement

What does your home really cost?

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

A Fruitful Retirement: Social Security Benefit

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

• Articles

  Caring for Aging Parents

  As our nation ages, many Americans are turning their attention to caring for aging parents.

  The Pre-Retirement Checklist

  This checklist can give you a quick snapshot of how prepared you are.

  Is a Variable Annuity Right for Me?

  Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

  Eight Mistakes That Can Upend Your Retirement

  There are common mistakes you can avoid when saving for retirement.

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  Buying a Vacation Home? 5 Questions to Consider First

  You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

  View all articles

• Calculators

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

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

  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

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  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.

  View all calculators

• Videos

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

  The Long Run: Women and Retirement

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

  Tuning Your Social Security Benefit

  When should you take your Social Security 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.

  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.

  Timing Your Retirement

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

  View all videos