Retirement | Bin Zhai

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.

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?

Have A Question About This Topic?

Retirement and Quality of Life

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

Money-Saving Tips for Managing Your Subscriptions

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

Perception vs. Reality

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

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

6 Ways to Stay Ahead of Rising Retirement Costs

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

5 Habits to Adapt Your Financial Strategy For Retirement

Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.

View all articles

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

Simple 401k

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

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.

Inflation & Retirement

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

The Power of 401k Catch-Ups

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

View all calculators

Retirement Accounts When You Change Your Job

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

Preparation is the Key to Retirement

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

Social Security: By the Numbers

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

The Long Run: Women and Retirement

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?