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

Rightsizing for Retirement

What does your home really cost?

Featured Presentation

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

• Articles

  Net Unrealized Appreciation (NUA) Explained

  Have you considered the special tax treatment on company stock held in a 401(k) plan?

  Retirement Realities

  Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

  Six Surprising Facts About Retirement Confidence

  This attention-grabbing infographic covers retirement topics you may not have considered.

  Should You Borrow from Your 401(k)?

  Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

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• Calculators

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  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.

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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• Presentations

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

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• Videos

  Retirement and Quality of Life

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

  Should You Tap Retirement Savings to Fund College?

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

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  Encore Careers: Push Your Boundaries

  Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

  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?

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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