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

Risk Tolerance: What’s Your Style?

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Social Security: By the Numbers

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

• Articles

  9 Facts About Retirement

  Regardless of how you approach retirement, there are some things about it that might surprise you.

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  When Should You Take Social Security

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

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

  Retiring Earlier Than Expected? What To Know

  Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

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• Calculators

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  IRA Income

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

  The Power of 401k Catch-Ups

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

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  Emergency Fund Calculator

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

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• Videos

  Rightsizing for Retirement

  What does your home really cost?

  The Long Run: Women and Retirement

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

  A Fruitful Retirement: Social Security Benefit

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

  Working With A Financial Professional

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

  Social Security: By the Numbers

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

  Top 5 Things to Tell Your Financial Pro

  Here are the top 5 things your team may want to hear.

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