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.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
View all articles 
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
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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.
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.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.