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.

Have A Question About This Topic?

Thank you! Oops!
Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Retirement and Quality of Life

Retirement and Quality of Life

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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.

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

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.

When Should You Take Social Security

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

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

View all articles

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

A Fruitful Retirement: Social Security Benefit

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

Should You Tap Retirement Savings to Fund College?

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

View all videos