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

Perception vs. Reality

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Long Run: Women and Retirement

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

• Articles

  Financial Strategies for Women

  Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Social Security: Five Facts You Need to Know

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

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  Saving Early & Letting Time Work For You

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

  Traditional vs. Roth IRA

  One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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• Calculators

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  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.

  Assess Your Life Insurance Needs

  Estimate how much life insurance coverage may be appropriate for your situation.

  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

  Simple 401k

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

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• Videos

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  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.

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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