Retirement Planning

Wherever you are on the road to retirement,
our expert content and tools can help you find
and take your next best steps.

Not sure where to start with Retirement Planning? Let's begin by selecting what stage you are in.



LEARNING ABOUT RETIREMENT

Franklin Templeton's RISE Survey explores attitudes and concerns about retirement. Learn more about what people are doing to build preparedness and confidence.

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ROTH OR TRADITIONAL IRA?

Evaluate which type of IRA will likely provide the greatest amount of income at retirement.

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BENEFICIARY RMD CALCULATOR

The rules and regulations around inheriting an IRA can be confusing. This calculator can help you understand the options available to you in this emotional time.

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RETIREMENT INCOME IQ TEST

Are you an expert on what it takes to generate income once your regular paycheck stops? Take this brief test to find out what you know about retirement income.

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CREATING A FINANCIAL PLAN

Here are some things to consider when you talk to a financial professional about your goals.

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RE-THINK SOCIAL SECURITY

When and how you choose to take Social Security benefits can mean a significant difference in the Social Security income you receive over your lifetime.

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FACTS ABOUT SOCIAL SECURITY

Planning to begin your retirement early? Here are the potential benefits of waiting.

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ROLLOVER PLANNING CALCULATOR

Determine your distribution options for moving your retirement plan savings into a Rollover IRA.

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ROTH IRA CONVERSION

This planner can help ou determine whether converting your Traditional IRA to a Roth IRA may be beneficial.

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INCOME FOR WHAT'S NEXT

Whatever your retirement goals are, you will need regular income for what's next.

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EARLY PAYOUT 72(T) CALCULATOR

Learn more about the conditions that allow individuals to take distributions from a specified retirement plan without the usual early withdrawal tax penalty.

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REQUIRED MINIMUM DISTRIBUTION (RMD) CALCULATOR

Calculate the required minimum retirement plan distribution amount you must withdraw starting at age 72.

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LEARN ABOUT RETIREMENT PLANNING

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What's Your Retirement Income IQ?

Take this brief test to find out what you know about retirement income.

Annual Retirement Income Strategies And Expectations Survey Results

Learn what others like you are doing for their retirement planning.


Re-Think Social Security

Are you minimizing the value of your security benefits?


Income for What's Next Strategy®

Whatever your retirement goals are, you will need regular Income for What's Next. Learn how to get started.

Discuss with your Financial Professional

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Take the next step

  • Open an account with Franklin Templeton and start your investment journey.

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