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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
View all articles 
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Rightsizing for Retirement
What does your home really cost?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.