Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
As health care progresses, people are living longer, which means your retirement could last 30 years or more. Are you financially prepared? Regardless of your age or retirement goals, the best time to start saving is now. Call me to discuss the steps you can take to establish your nest egg.
It's important to make sure your retirement strategy anticipates health-care expenses.
How Medicare can address health care needs in your retirement strategy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
For women, retirement strategy is a long race. It’s helpful to know the route.
Make your retirement as exciting as your next vacation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.