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

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?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Year-End Moves to Help You Prepare for Retirement

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

Perception vs. Reality

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

• Articles

  Exploring Retirement Plans for Small Businesses

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

  Understanding Social Security: 5 Common Myths Explained

  Have questions about Social Security? Explore five common myths to better understand your benefits and options.

  New Retirement Contribution Limits for 2026

  A look at the new retirement contribution limits from the IRS.

  Retirement Savings in Three Phases of Retirement

  It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

  Planning for the Three Stages of Retirement

  Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.

  Tips for Improving Your Financial Health into Retirement

  Here are ten key steps to help improve your financial health and make the most of your retirement years.

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• Calculators

  Inflation & Retirement

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  The Power of 401k Catch-Ups

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

  IRA Income

  Estimate the potential monthly income your IRA balance could generate in retirement.

  What Rate Would I Need to Earn on My Savings?

  Work backwards from your savings goal to find the rate of return you'd need to get there.

  How Much Do I Need To Retire?

  How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

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• Videos

  Social Security: By the Numbers

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

  Should You Tap Retirement Savings to Fund College?

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

  RE: Retirement

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

  Retirement and Quality of Life

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

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  Timing Your Retirement

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

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