Retirement

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.

• Articles

  What happens if I withdraw money from my tax-deferred invest

  Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  Five Retirement Lessons from Today's Retirees

  There’s a lot of retirement advice out there, but what do retirees have to say about it?

  The Pre-Retirement Checklist

  This checklist can give you a quick snapshot of how prepared you are.

  FIRE: Four Things You Need to Know About This Hot Retirement

  Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?

  What Is a Roth 401(k)?

  Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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• Calculators

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

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• Presentations

  Retirement Plan Distributions

  There are a number of ways to withdraw money from a qualified retirement plan.

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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• Videos

  Dentist

  You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

  Preparing For the Ultimate Vacation

  Make your retirement as exciting as your next vacation.

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

  18 Years Worth of Days

  The average retirement lasts for 18 years. Are you prepared to fill that many days?

  Life in a Box

  What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

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