Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have A Question About This Topic?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
View all articles
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.