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Retirement Planning

Where will your retirement money come from? How much do you need?

If you’re like most people, qualified- retirement plans, Social Security, and personal savings and investments are expected to play a role. Remember that retirement planning starts long before you retire -- the sooner, the better. Your “magic number,” the amount you need to retire comfortably, is highly personalized, but there are numerous rules of thumb that can give you an idea of how much to save. 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 to see how they can serve you over time.

We specialize in:

  • Retirement Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401K Plans
  • 403b Plans

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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