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.
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.
Have A Question About This Topic?
Rightsizing for Retirement
What does your home really cost?
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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Four Tips for Getting the Most From Your Life's Work
Some things to consider when contemplating selling your business
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
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
6 Tips to Live Your Best (Retired) Life
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
View all articles
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
View all calculators
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
View all videos
-
Articles
-
Calculators
-
Videos