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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Timing Your Retirement

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

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Retirement Accounts When You Change Your Job

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

• Articles

  Caring for Aging Parents

  As our nation ages, many Americans are turning their attention to caring for aging parents.

  Tax and Investment Strategies: A Retirement Savings Roadmap

  These six strategies can help drive the implementation of a robust, comprehensive retirement plan.

  Starting a Roth IRA for a Teen

  This early financial decision could prove helpful over time.

  Adapting Your Money Habits for a Confident Retirement

  Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

  Retirement & Rising Costs: Managing Inflation Risk

  Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

  Tips for Improving Your Financial Health into Retirement

  Here are ten key steps to help improve your financial health and make the most of your retirement years.

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• Calculators

  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

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  Annuity Comparison

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

  Simple 401k

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

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

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• Videos

  Encore Careers: Push Your Boundaries

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

  Leaving Your Lasting Legacy

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

  How to Bake a Pie-R-A

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

  The Long Run: Women and Retirement

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Social Security: By the Numbers

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

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