Retirement·1 min lesson

Retirement Income

See how savings, spending, Social Security, and other income work together.

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The short version

Retirement income can come from Social Security, pensions, work, annuities, and withdrawals from savings. Each source has different taxes, guarantees, and risks.

Spending and timing matter as much as the starting balance. Early market losses can be especially difficult when withdrawals continue.

A projection should test many possible paths and clearly label assumptions.

3 min challenge

Can Your Money Last?

You need $100 each month. Another income source gives you $20. How much must savings provide?

Fictional educational simulation. It does not use your financial information or guarantee an outcome.