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

Social Security: By the Numbers

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

• Articles

  Systematic Withdrawals in Retirement

  Taking regular, periodic withdrawals during retirement can be quite problematic.

  Social Security: Maximizing Benefits

  There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

  Choices for Your 401(k) at a Former Employer

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

  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.

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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• Calculators

  The Power of 401k Catch-Ups

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

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

  Inflation & Retirement

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

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  My Retirement Savings

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

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• Videos

  Timing Your Retirement

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

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  18 Years Worth of Days

  The average retirement lasts for 18 years. What will you do with your days?

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

  Social Security: By the Numbers

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

  What You Need to Know About Social Security

  Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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