Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

Have A Question About This Topic?

Thank you! Oops!
Retiring the 4% Rule

Retiring the 4% Rule

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

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Your Changing Definition of Risk in Retirement

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

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Social Security: Five Facts You Need to Know

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

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.

View all articles

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

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

Inflation & Retirement

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators

Social Security: By the Numbers

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

Perception vs. Reality

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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.

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