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.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
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Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
A change in your mindset during retirement may drive changes to your portfolio.
Explore the growing influence women wield over the economy with this handy infographic.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It's important to make sure your retirement strategy anticipates health-care expenses.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A bucket plan can help you be better prepared for a comfortable retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
For women, retirement strategy is a long race. It’s helpful to know the route.
What does your home really cost?
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.