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 and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Have A Question About This Topic?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
How to Keep Your Retirement Savings Working for You
Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
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.
View all articles
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.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
View all videos
-
Articles
-
Calculators
-
Videos