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

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

9 Facts About Social Security

There are things 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.

• Articles

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  New Retirement Contribution Limits for 2026

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

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  Perception vs. Reality

  Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

  What Is a Roth 401(k)?

  Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

  Navigating Retirement Pitfalls

  Why are they made again and again? Making sense of these errors in judgment.

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• Calculators

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  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

  IRA Income

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

  The Power of 401k Catch-Ups

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

  Inflation & Retirement

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

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• Videos

  Encore Careers: Push Your Boundaries

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

  Perception vs. Reality

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

  The Long Run: Women and Retirement

  For women, retirement strategy is a long race. It’s helpful to know the route.

  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.

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  Timing Your Retirement

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

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