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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Have A Question About This Topic?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
View all articles
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.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.