01 — YOUR RETIREMENT PAYCHECK
Where Will Your Next Paycheck Come From?
Learn how Social Security, pensions, and your retirement savings can work together to provide money to live on after your regular paycheck stops.
Free Retirement Income Guide
You've spent years saving for retirement. Now comes a different question: How will those savings support the retirement you want?
From Retirement Savings to Retirement Income helps you understand what changes when the focus shifts from building your savings to figuring out how those savings can support the years ahead.
What Will This Guide Help You Understand?
Making the shift into retirement brings a new set of decisions. This guide helps you begin working through three of the biggest questions:
02 — YOUR SAVINGS
What Do You Do With What You've Already Saved?
Understand some of the decisions that come with retirement accounts you've spent years building—and why the transition into retirement changes how you may think about that money.
03 — MAKING IT LAST
How Do You Make It Last?
Explore why creating dependable income can become an important part of the retirement picture—and some of the risks that can affect how long your savings need to support you.
For Decades, Your Paycheck Had a Familiar Rhythm. Retirement Creates a New One.
For most of your working life, the rhythm was familiar. You earned a paycheck, paid your bills, and put some of what you earned away for the future.
Retirement changes that rhythm. The paycheck you counted on for years may stop, while the savings you spent decades accumulating now become part of how you support the life you want to live.
It's a transition most people have never had to make before. And it's exactly why we created this guide.
A Look Inside the Guide
Inside the guide, you'll work through the retirement transition one piece at a time — in plain English, without assuming you already know the financial terminology.
01 — BUILDING YOUR NEXT PAYCHECK
Understand Where the Money Comes From
See how Social Security, pensions, personal savings, and other sources can come together to provide money to live on in retirement.
02 — THE SAVINGS YOU'VE ALREADY BUILT
Understand Your Options and Trade-Offs
Learn about some of the decisions that come with old retirement accounts and why different approaches to creating dependable income involve different trade-offs.
03 — SOCIAL SECURITY & THE YEARS AHEAD
Think Beyond the First Year of Retirement
Understand why Social Security deserves to be considered alongside the rest of your retirement picture, along with longevity, inflation, market timing, and healthcare costs.
04 — BRINGING IT ALL TOGETHER
See the Bigger Picture
Bring the pieces back together around the three questions that run throughout the guide, so you can better understand what deserves your attention next.
A few pages from inside the guide
Get Your Free Retirement Guide