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

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.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Leaving Your Lasting Legacy

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

• Articles

  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.

  The Pre-Retirement Checklist

  This checklist can give you a quick snapshot of how prepared you are.

  Retirement Strategy After a Job Loss

  Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

  New Retirement Contribution Limits for 2026

  A look at the new retirement contribution limits from the IRS.

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  View all articles

• Calculators

  My Retirement Savings

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

  IRA Income

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

  Inflation & Retirement

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

  Assess Your Life Insurance Needs

  Estimate how much life insurance coverage may be appropriate for your situation.

  Roth 401(k) vs. Traditional 401(k)

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  Emergency Fund Calculator

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

  View all calculators

• Videos

  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?

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  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.

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Preparation is the Key to Retirement

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

  Leaving Your Lasting Legacy

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

  View all videos