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.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Have A Question About This Topic?
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
View all articles
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
View all calculators
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?