Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, 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.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate your monthly and annual income from various IRA types.

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

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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How does your ideal retirement differ from reality, and what can we do to better align the two?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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When you retire, how will you treat your next chapter?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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