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 Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

• Articles

  What's New for Social Security?

  There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

  Social Security: Five Facts You Need to Know

  Here are five facts about Social Security that are important to keep in mind.

  7 Questions to Consider in Retirement

  Explore these must-ask questions for pursuing and living out your dream retirement.

  Choosing a Retirement Plan that Fits Your Business

  To choose a plan, it’s important to ask yourself four key questions.

  Six Surprising Facts About Retirement Confidence

  This attention-grabbing infographic covers retirement topics you may not have considered.

  Why You Should Invest in Your 401(k)

  Did you know that your savings can compound over time?

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• Calculators

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

  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.

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

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

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• Videos

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  Encore Careers: Push Your Boundaries

  Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  Timing Your Retirement

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

  Rightsizing for Retirement

  What does your home really cost?

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