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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Social Security: By the Numbers

Social Security: By the Numbers

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

Pros and cons of 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.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

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

Whole life insurance: part of a tax diversification strategy

This is the best and simplest strategy that can make your retirement go a long way.

A retiree’s introduction to volunteering

Retirement can open a whole new range of opportunities to make a difference and have an impact on the world.

Have you taken these key estate planning steps?

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

This is your brain on retirement

Human nature, biases and assumptions can make it challenging to prepare 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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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.

Retiring the 4% Rule

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

Should You Tap Retirement Savings to Fund College?

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

Rightsizing for Retirement

What does your home really cost?

Timing Your Retirement

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

The Long Run: Women and Retirement

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

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