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 Redefined

Around the country, attitudes about retirement are shifting.

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A Bucket Plan to Go with Your Bucket List

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

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Dreaming Up an Active Retirement

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

7 Questions to Consider in Retirement

Explore these must-ask questions for pursuing and living out your dream retirement.

What Is a Roth 401(k)?

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

Prepare for Unexpected Expenses in Retirement

Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

Understanding the SECURE Act 2.0

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

When Should You Take Social Security

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

Healthcare Costs in Retirement

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

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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.

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.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Inflation & Retirement

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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 and Quality of Life

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.