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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Rightsizing for Retirement
What does your home really cost?
Tax-Advantaged Retirement Planning
Reduce your tax liability in retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Learn, Earn and Retire at Any Age
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Retirement Planning With Your Special Needs Child in Mind
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Financial Empowerment for Women
Tips on how women can gain financial confidence.
How Do You View Your Future?
Learn how your personality influences your financial views.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
View all articles 
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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).
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.