Retirement Planning

Wherever you are on the road to retirement, our expert content and tools can help you find (and take) your next best steps.

Learn more about retirement

  • Saving for Retirement

    How much do you need to retire? When should you start saving? We’ll help you figure it out and get on track with a retirement plan that’s right for you.

  • Nearing Retirement

    Check your progress and catch up if you need to. Plan ahead for things like Social Security, health care costs and how to go from saving to spending.

  • Living in Retirement

    Learn how to manage your money and portfolio in retirement, and find out what to do about required minimum distributions (RMDs), estate planning and more. 

Retirement Calculators

  • How much will you need to retire?

    Use our retirement savings calculator to see where you stand today.

  • If you’re 70 ½ or over, estimate your RMDs.

    RMDs are required for most IRAs and employer-sponsored retirement plans. See how much you might need to take out.

  • Have you inherited a retirement account?

    As a beneficiary of an IRA or other retirement plan account, you might need to take RMDs to avoid a tax penalty.

     

Get answers to common retirement questions

Questions other investors are asking