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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

• Articles

  Conquering Retirement Challenges for Women

  Looking ahead can help you conquer these unique obstacles.

  What to Expect in Your First Year of Retirement

  A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

  401(k) vs. IRA: What You Should Know

  Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.

  Your Changing Definition of Risk in Retirement

  A change in your mindset during retirement may drive changes to your portfolio.

  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.

  Saving Early & Letting Time Work For You

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

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• Calculators

  My Retirement Savings

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

  Inflation & Retirement

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

  Assess Your Life Insurance Needs

  Estimate how much life insurance coverage may be appropriate for your situation.

  Emergency Fund Calculator

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  The Power of 401k Catch-Ups

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

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• Videos

  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.

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

  How to Bake a Pie-R-A

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

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

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