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

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Perception vs. Reality

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

9 Facts About Retirement

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

• Articles

  The Pre-Retirement Checklist

  This checklist can give you a quick snapshot of how prepared you are.

  9 Facts About Retirement

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

  Retirement Realities

  Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

  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.

  Retiring Earlier Than Expected? What To Know

  Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

  Money that Buys Good Health is Never Ill Spent

  It's important to make sure your retirement strategy anticipates health-care expenses.

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• Calculators

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

  Inflation & Retirement

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

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

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

  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.

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• Videos

  Rightsizing for Retirement

  What does your home really cost?

  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.

  The Long Run: Women and Retirement

  For women, retirement strategy is a long race. It’s helpful to know the route.

  Timing Your Retirement

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

  Retirement Plan Detectives

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

  Dreaming Up an Active Retirement

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

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