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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Have A Question About This Topic?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Introducing the 530A Accounts
An article explaining 530A Accounts.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
View all articles
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
View all calculators
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.