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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Social Security: By the Numbers

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

7 Questions to Consider in Retirement

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

Retirement Accounts When You Change Your Job

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

• Articles

  Healthcare Costs in Retirement

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

  FIRE Retirement

  This short, informative article teaches the basics of the FIRE movement.

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  Retirement & Rising Costs: Managing Inflation Risk

  Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

  Why Do Renters Have to Save More?

  How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

  Preserving the Value of Your Retirement Plan

  Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

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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.

  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

  My Retirement Savings

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

  Simple 401k

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

  Annuity Comparison

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

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• Videos

  Rightsizing for Retirement

  What does your home really cost?

  Retiring the 4% Rule

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

  Perception vs. Reality

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

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  The Power of Tax-Deferred Growth

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

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