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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.

 
 
 
Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Your Changing Definition of Risk in Retirement

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

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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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).

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Perception vs. Reality

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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