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

Dreaming Up an Active Retirement

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

• Articles

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  What Is a Roth 401(k)?

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

  Money that Buys Good Health is Never Ill Spent

  It's important to make sure your retirement strategy anticipates health-care expenses.

  Retirement Questions That Have Nothing to Do With Money

  Things to consider before retirement.

  Planning for the Three Stages of Retirement

  Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.

  Understanding Social Security: 5 Common Myths Explained

  Have questions about Social Security? Explore five common myths to better understand your benefits and options.

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• Calculators

  Inflation & Retirement

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

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  My Retirement Savings

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

  The Power of 401k Catch-Ups

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

  Emergency Fund Calculator

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

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• Videos

  Rightsizing for Retirement

  What does your home really cost?

  A Bucket Plan to Go with Your Bucket List

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

  Dreaming Up an Active Retirement

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

  Retirement Accounts When You Change Your Job

  This video explores what to do with retirement accounts when you move on from your job.

  RE: Retirement

  How does your ideal retirement differ from reality, and what can we do to better align the two?

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

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