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!
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.

How to avoid accidentally disinheriting your spouse

How to avoid accidentally disinheriting your spouse

Make sure you are reviewing your will to ensure your spouse isn't unintentionally disinherited.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

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

Imagine your life with guaranteed income

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out.

Don’t get burnt with FIRE

FIRE method encourages aggressive saving to retire by age 40. But there may be a better approach.

How can I be a confident spender in retirement?

Learn more about key strategies for spending confidently in retirement.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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.

Women on the Rise

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

View all articles

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

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

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.

View all calculators

Working With A Financial Professional

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

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.

Risk Tolerance: What’s Your Style?

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

A Fruitful Retirement: Social Security Benefit

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

The Long Run: Women and Retirement

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

View all videos