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

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.

18 Years Worth of Days

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

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

• Articles

  FIRE Retirement

  This short, informative article teaches the basics of the FIRE movement.

  Saving Early & Letting Time Work For You

  The earlier you start pursuing financial goals, the better your outcome may be.

  Retirement & Rising Costs: Managing Inflation Risk

  Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

  Adapting Your Money Habits for a Confident Retirement

  Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

  How Retirement Spending Changes With Time

  It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

  Retirement Seen Through Your Eyes

  What's your vision of retirement?

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• Calculators

  IRA Income

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

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  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.

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

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• Videos

  Leaving Your Lasting Legacy

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

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  Dreaming Up an Active Retirement

  When you retire, how will you treat your next chapter?

  Retiring the 4% Rule

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

  Social Security: By the Numbers

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

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

  View all videos