Retirement planning

Retirement income: Is it taxable?
Retirement income tax can be complex, but understanding the rules is crucial for financial planning. Here's what you should know to avoid surprises.

Retirement planning basics
Discover checklists, explanations and more basic information on retirement planning.

Calculating your Social Security benefits
Estimating how much you’ll receive in Social Security can help you plan for your retirement. Here are some considerations to help you determine the right retirement age for you.

Retirement glossary: Terms you should know
Learn some of the retirement terms and definitions you need to know in order to make decisions for your financial future.

How much money do you need to retire?
Determining how much money you need to retire is a tough question. Setting smart and realistic long-term goals can help you start planning for your retirement now.

What you need to know about Social Security
As you approach retirement age, Social Security often becomes an important part of any long-term retirement planning. Here are the answers to some of the most common questions about Social Security benefits.

What retirees need to know about Medicare
As you approach age 65, it’s important to start thinking about the role Medicare plays in your retirement needs, including the start date, types of coverage and potential out-of-pocket expenses.