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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have A Question About This Topic?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
View all articles
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos