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

Timing Your Retirement

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

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?

• Articles

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  Understanding the SECURE Act 2.0

  A timeline covering a few of the major provisions of the SECURE Act 2.0.

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

  AI Tools Changing Retiree Entrepreneurship

  The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

  Social Security: The Elephant in the Room

  Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

  SECURE Act 2.0: An Overview

  The second iteration of the SECURE Act brings forward several changes to the world of retirement.

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• Calculators

  Estimate Your RMD

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

  My Retirement Savings

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

  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.

  Emergency Fund Calculator

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

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

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

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• Videos

  Should You Tap Retirement Savings to Fund College?

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

  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.

  A Bucket Plan to Go with Your Bucket List

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

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  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?

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  View all videos