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.

Featured Video

The Long Run: Women and Retirement

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

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.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

How to Bake a Pie-R-A

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

• Articles

  Prepare for Medicare: A Guide for First-Timers

  Consider these factors when deciding which Medicare programs to participate in.

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  Financial Planning for Service Members

  A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.

  Make the Most of Your Required Minimum Distributions

  RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.

  President Biden’s Proposed Tax Changes

  While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.

  The ABCs of HSAs

  With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

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• Videos

  Dreaming Up an Active Retirement

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

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

  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?

  Encore Careers: Push Your Boundaries

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

  Risk Tolerance: What’s Your Style?

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

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

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