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 discusses issues related to your retirement accounts when you move on from your job.

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 Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Retirement and Quality of Life

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

• Articles

  Eight Mistakes That Can Upend Your Retirement

  There are common mistakes you can avoid when saving for retirement.

  Your Changing Definition of Risk in Retirement

  A change in your mindset during retirement may drive changes to your portfolio.

  Starting a Roth IRA for a Teen

  This early financial decision could prove helpful over time.

  What's So Great About a Rollover?

  Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

  Healthcare Costs in Retirement

  Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

  9 Facts About Retirement

  Regardless of how you approach retirement, there are some things about it that might surprise you.

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• Calculators

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

  My Retirement Savings

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

  Annuity Comparison

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

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• Videos

  Perception vs. Reality

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

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

  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.

  Social Security: By the Numbers

  Here are five facts about Social Security that might surprise you.

  Retirement Plan Detectives

  A couple become Retirement Plan Detectives, searching records from old employers.

  Questions to Consider When Buying a Vacation Home

  Doing your research is key before buying a vacation home.

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