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.

Have A Question About This Topic?

Thank you! Oops!
Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

The Pre-Retirement Checklist

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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.

View all articles

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.

A Look at Systematic Withdrawals

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

Self-Employed Retirement Plans

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

Inflation & Retirement

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

Annuity Comparison

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

View all calculators

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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.

Retirement Plan Detectives

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

Risk Tolerance: What’s Your Style?

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

Retirement and Quality of Life

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

View all videos