Planning for retirement should combine an understanding of your retirement plan and the basics of investing, and knowledge of how to develop — and modify — your investing strategy when your needs change.
Changing needs
Take a look at how scenarios such as changing jobs, saving for college and approaching retirement might alter your needs and your strategies.
Develop an investment strategy
Learn more about strategies, including choosing the right investment mix.
Life stages
Make sure your retirement strategy continues to evolve as you enter new phases of your life. We’ve gathered the most relevant resources from this website for each stage.
Other references
Review contribution limits for different types of retirement plans, find your federal tax rate and learn when you can start taking Social Security.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional or downloaded and should be read carefully before investing.