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.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Have A Question About This Topic?
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Net Unrealized Appreciation (NUA) Explained
Have you considered the special tax treatment on company stock held in a 401(k) plan?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Why do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
View all articles
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
View all calculators
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?