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.
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?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Rightsizing for Retirement
What does your home really cost?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
View all articles
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
View all calculators
Rightsizing for Retirement
What does your home really cost?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.