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.

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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

Tax-efficient retirement strategies

Tax-efficient retirement strategies

Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes.

Retirement and Quality of Life

Retirement and Quality of Life

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

Is it early retirement season?

Are you looking to retire early? Here’s some reliable advice on how to set yourself up for an early retirement.

Pros and cons of early retirement

Are you ready to take the dive into an early retirement? Here are some pros and cons.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

Are your parents prepared for retirement

Have you talked with your parents about their plans for retirement?

How can I be a confident spender in retirement?

Learn more about key strategies for spending confidently in retirement.

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A Look at Systematic Withdrawals

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

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

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

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Rightsizing for Retirement

What does your home really cost?

Retiring the 4% Rule

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

Timing Your Retirement

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

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

The Long Run: Women and Retirement

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

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.

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