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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

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

  Your 4% Withdrawal Strategy May Not Be Enough

  Get the Tax Guidance You Need to Help Live the Retirement You Desire

  Make the Most of Retirement Without Losing Sight of the Plan

  Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.

  Tax Strategies for Retirement Account Withdrawals

  Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.

  Money-Saving Tips for Managing Your Subscriptions

  A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

  Healthcare Costs in Retirement

  Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

  What to Expect in Your First Year of Retirement

  A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

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• Calculators

  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.

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  Inflation & Retirement

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

  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.

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• Videos

  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?

  Perception vs. Reality

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Retirement and Quality of Life

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

  Dreaming Up an Active Retirement

  When you retire, how will you treat your next chapter?

  How to Bake a Pie-R-A

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

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