Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Have A Question About This Topic?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
View all articles
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
View all presentations
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.