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.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Have A Question About This Topic?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
View all articles
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
View all calculators
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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
View all videos
-
Articles
-
Calculators
-
Videos