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

Retirement and Quality of Life

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

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?

Planning for Today’s Retirement Reality

As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle

The Long Run: Women and Retirement

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

• Articles

  Caring for Aging Parents

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

  Retirement Plan Choices for Small Businesses

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

  Financial Strategies for Women

  Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  Eight Mistakes That Can Upend Your Retirement

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

  Tax and Investment Strategies: A Retirement Savings Roadmap

  These six strategies can help drive the implementation of a robust, comprehensive retirement plan.

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• Calculators

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  Annuity Comparison

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

  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.

  Emergency Fund Calculator

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

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• Videos

  18 Years Worth of Days

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

  How to Bake a Pie-R-A

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

  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.

  Retirement Accounts When You Change Your Job

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

  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.

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