4 rules for retirement savings

Consider these 4 guidelines to help you on your retirement journey.

Will your money last in retirement?

As a rule of thumb, withdraw no more than 4% to 5% from savings in the first year of retirement—then adjust for inflation.

Roth IRA conversions

Taxes, costs, and timing play a role as you consider a Roth conversion.

Tax-savvy withdrawal strategies

Consider a simple withdrawal strategy to help reduce taxes on retirement income.

Saving for Retirement

Getting Ready to Retire

Living in Retirement

Retirement Score

Answer 6 simple questions to know where you stand for retirement in just 60 seconds.

Get your Retirement Score

Planning & Guidance

Review and evaluate different investment strategies.

Visit our Planning & Guidance Center

Retirement Rules

Get answers to retirement questions—plus our rules of thumb.

Start your journey