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.

Encore Careers: Push Your Boundaries

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

Have A Question About This Topic?

Timing Your Retirement

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

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Risk Tolerance: What’s Your Style?

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

9 Facts About Social Security

There are things about Social Security that might surprise you.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

View all articles

Simple 401k

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

Estimate Your RMD

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

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

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.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

View all calculators

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.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retirement Accounts When You Change Your Job

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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.