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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Social Security: By the Numbers

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

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

• Articles

  Paying Tax Later Doesn't Always Mean Paying Less

  This article explores the pros and cons of 401(k)s while explaining how your withdrawals could be taxed in retirement.

  New Retirement Contribution Limits for 2023

  A look at the new, record-high retirement contribution limits from the IRS.

  3 Tips to Plan Your Exit Strategy

  Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board

  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.

  Choices for Your 401(k) at a Former Employer

  Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

  Your Changing Definition of Risk in Retirement

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

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• Calculators

  Saving for Retirement

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

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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• Videos

  Should You Tap Retirement Savings to Fund College?

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

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  Social Security: By the Numbers

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

  Retirement and Quality of Life

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

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  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.

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