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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Plan Detectives

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

Retirement Income and the Traditional Portfolio

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

Dreaming Up an Active Retirement

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

• Articles

  Retirement & Rising Costs: Managing Inflation Risk

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

  New Retirement Contribution Limits for 2026

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

  Tax Efficiency in Retirement

  What role would taxes play in your investment decisions?

  Prepare for Unexpected Expenses in Retirement

  Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

  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.

  Deciding When to Take Social Security

  One of the most common questions people ask about Social Security is when they should start taking benefits.

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• Calculators

  IRA Income

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

  Annuity Comparison

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

  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.

  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

  Social Security: By the Numbers

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

  Should You Tap Retirement Savings to Fund College?

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

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  Timing Your Retirement

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

  Preparation is the Key to Retirement

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

  18 Years Worth of Days

  The average retirement lasts for 18 years. What will you do with your days?

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