United States
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.
ROTH OR TRADITIONAL IRA?
Evaluate which type of IRA will likely provide the greatest amount of income at retirement.
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.
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.
CREATING A FINANCIAL PLAN
Here are some things to consider when you talk to a financial professional about your goals.
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.
FACTS ABOUT SOCIAL SECURITY
Planning to begin your retirement early? Here are the potential benefits of waiting.
ROLLOVER PLANNING CALCULATOR
Determine your distribution options for moving your retirement plan savings into a Rollover IRA.
ROTH IRA CONVERSION
This planner can help ou determine whether converting your Traditional IRA to a Roth IRA may be beneficial.
INCOME FOR WHAT'S NEXT
Whatever your retirement goals are, you will need regular income for what's next.
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.
REQUIRED MINIMUM DISTRIBUTION (RMD) CALCULATOR
Calculate the required minimum retirement plan distribution amount you must withdraw starting at age 72.
LEARN ABOUT RETIREMENT PLANNING
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
- Share this page with your financial professional.
Take the next step
- Open an account with Franklin Templeton and start your investment journey.
Important Legal Information
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact your results. FTDI cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
All financial decisions and investments involve risk, including possible loss of principal.
Investing in a Franklin Templeton fund does not guarantee one’s retirement income needs will be met.
For more information on any of our funds, contact your financial professional or download a free prospectus. Investors should carefully consider a fund’s investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.
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