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 Tap Retirement Savings to Fund College?

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

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

• Articles

  Social Security Fairness Act's New Chapter

  Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

  Volunteering in Retirement

  For many, retirement includes contributing their time and talents to an organization in need.

  Split Annuity Strategy

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

  What Is a 1031 Exchange?

  A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

  9 Facts About Retirement

  Regardless of how you approach retirement, there are some things about it that might surprise you.

  First Year of Retirement: What to Expect

  Understand the key financial and lifestyle shifts that happen in your first year of retirement.

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• Calculators

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  IRA Income

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

  Emergency Fund Calculator

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

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

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• Videos

  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?

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  Rightsizing for Retirement

  What does your home really cost?

  Social Security: By the Numbers

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

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