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

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.

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?

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

• Articles

  Social Security: Maximizing Benefits

  There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

  Social Security Fairness Act's New Chapter

  Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

  Financial Strategies for Women

  Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

  Deciding When to Take Social Security

  One of the most common questions people ask about Social Security is when they should start taking benefits.

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  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?

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• Calculators

  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.

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

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  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.

  Simple 401k

  See how increasing your 401(k) contributions today could affect your balance at retirement.

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• Videos

  The Long Run: Women and Retirement

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

  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?

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  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.

  How to Bake a Pie-R-A

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

  View all videos