Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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 Redefined
Around the country, attitudes about retirement are shifting.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Have A Question About This Topic?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Rightsizing for Retirement
What does your home really cost?
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?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?