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Personal Finance Retirement Planning

Retirement Planning

Learn how much you need to retire comfortably, and how to prepare for the "unexpected" in retirement. Prepare for everything from living expenses, to healthcare, to planning that trip you've always wanted to take.

Retirement Planning
  • Retirement Planning Guide
  • Retirement Savings Accounts
  • IRA
  • Social Security
  • 401K
  • Pensions
  • Estate Planning
  • Senior Care
  • Annuities
Questions for your financial advisor

10 Questions to Ask Your Financial Advisor About Retirement

Searching for the perfect financial advisor to help you plan for retirement? Be sure to ask these 10 questions first.
  • How Much Do I Need to Retire?

    How Much Do I Need to Retire?
  • Retirement

    What Is the SECURE Act and How Could It Affect Your Retirement?

  • The World’s Cheapest, Safest Retirement Countries
  • Computer graphic of a bank vault

    Required Minimum Distribution (RMD) Definition
  • Couple at table looking at computer and phone

    Spend or Save: Should I Pay Off My Mortgage or Invest for Retirement?
  • Retirement Account

    401(k) vs. Pension Plan: What’s the Difference?
  • Bulk candy aisle at WinCo Foods, an example of a company that's partially owned by its employees.

    Employee Stock Ownership Plan (ESOP) Definition

  • Four Percent Rule Definition
  • Hipster senior man with beard using laptop and woman watching

    Supplemental Executive Retirement Plan (SERP) Definition
  • Ethnic Senior Couple With Financial Advisor

    The Importance of Updating Retirement Account Beneficiaries
  • Couple Admiring Sea View From Balcony On Calle Carabeo, Nerja, Costa Del Sol, Malaga, Spain

    How Much Money Do You Need to Retire in Spain?

  • Four Retirement Cities in Portugal
  • Making Money Work for Her Business

    Risk Profile Definition

  • Going Back to India to Retire: A How-to Guide
  • A man taking notes during a meeting.

    Average Retirement Savings by Group
  • Plant Growing out of Coins With Arrows Show Continuous Growth

    Should I Trade My Retirement Account?
  • An elderly couople smiling and drinking at a family barbecue in a courtyard.

    Living Frugally and Happily in Retirement
  • Mature couple canoeing on tranquil lake, Alberta, Canada

    What is Substantially Equal Periodic Payment (SEPP)?
  • Simple wooden three legged stool, Finnish design

    What Is the Three-Legged Stool?
  • Dual Income No Kids

    Dual Income No Kids (DINK)? Ignore This Retirement Advice
  • In-Kind Redemptions

    Distribution-in-Kind Definition
  • Businesswoman on the Move

    Financial Independence, Retire Early (FIRE) Definition
  • Senior couple using tablet on couch at home

    SIMPLE Retirement Plans for Small Employers

  • Safe Withdrawal Rate (SWR) Method Definition

  • How to Create a Retirement Portfolio Strategy
  • Serene mature man relaxing, laying on paddleboard on lake

    How to Plan for Medical Expenses in Retirement

  • How Much Money Do You Need to Retire in Thailand?

  • The 11 Worst Retirement Mistakes: Sidestep Them
  • Older people ice skating at a rink

    How to Plan for Travel in Retirement
  • Investing Money for Retirement

    Now You Can Save More for Retirement

  • Retirement Planning Doesn’t Stop When You Retire
  • Map and Flag of Dominican Republic

    Living in the Dominican Republic on $1,000 a Month

  • Developed Countries For Easy Residency/Citizenship
  • Man looking at screen that says

    Interest-Only Retirement: Can It Be Done?

  • How RESA Could Reform Workplace Retirement Plans

  • Retirement Plan Tax Prep Checklist

  • 10 Years Later: How the Financial Crisis Affected Seniors

  • How the U.S. Ranks on the Global Retirement Index
  • Close up Businessman using calculator for do math finance on wooden desk in office, tax, accounting, statistics and analytic research concept

    Actual Deferral & Actual Contribution Percentage Tests Definition
  • Older couple in kitchen, looking at computer with papers in hand

    How Retirees Can Lower Retirement Income Risk
  • Couple Riding Gondola, Bangkok, Bangkok, Thailand

    You Can Live in Thailand on $1,000 a Month

  • How to Manage Income During Retirement

  • Avoid the Downsides of Downsizing in Retirement

  • 10 Ways to Borrow When Retired
  • Retired Couple Planning Once in a Lifetime Vacation

    Retirement Planning Tips if You're in Your Mid-60s and Beyond
  • A man comparing numbers on his calculator to numbers in a binder.

    Pay Yourself First Definition

  • Retirement Planning Definition
  • A businessman with glasess off holding glasses and papers in the office.

    Systematic Withdrawal Plan (SWP) Definition
  • Mature couple canoeing on tranquil lake, Alberta, Canada

    Best Cities for Retirees to Age Successfully
  • Businessman and businesswoman having a meeting in office with laptop.

    Guaranteed Lifetime Withdrawal Benefit (GLWB) Definition
  • A woman snorkeling in Miniloc lagoon, Philippines.

    How to Plan Your Retirement in the Philippines
  • El Angel de Independencia, Mexican landmark in Mexico City.

    How Much Money Do You Need to Live in Mexico City?

  • Can Retirees Live in Military Housing?

  • When Retirement Is Getting You Down
  • A young businesswoman writing notes at an office desk.

    What's Your Net Worth Telling You?

  • 5 Countries With Easy Citizenship for Retirement

  • Retire on a Cruise Ship With Less Than $1 Million
  • Makati Skyline, Metro Manila - Philippines

    Going Back to the Philippines to Retire: A How-to Guide

  • Journey Through the 6 Stages of Retirement
  • Close Up Of Lady Justice Against Gavel On Book

    How to Protect Your Retirement From Lawsuits
  • The Grestest Generation -- Dennis Smith’s tribute to the veterans of World War II

    The Greatest Generation Definition

  • 5 Companies With the Best Retirement Plans

  • Everything You Need to Know About Deferred Retirement Option Plans (DROPs)
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