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Guides / Life Events

Improving Your Retirement

A few smart moves can meaningfully change what retirement looks like. Start with a guide below, or jump straight to a calculator.

Guides

  1. Retirement Plan Distributions: When to Take Them Timing withdrawals to manage taxes and required minimums. Includes FAQ.
  2. Retirement Plan Distributions: How to Take Them Lump sum, periodic, or rollover: comparing your distribution options. Includes FAQ.
  3. Social Security Benefits: How to Get the Maximum Amount Timing your claim and understanding how benefits are calculated. Includes FAQ.
  4. Survivors Benefits: A Guide to This Often Overlooked Insurance Add-On What survivors benefits cover, and who qualifies. Includes FAQ.
  5. Your Pension: What You're Entitled To Understanding your payout options and what happens if your employer changes plans. Includes FAQ.
  6. Reverse Mortgages: How They Can Enhance Your Retirement How reverse mortgages work, and when they make sense. Includes FAQ.
  7. Tap Your Retirement Money Early and Minimize Penalties Exceptions to the early withdrawal penalty worth knowing about. Includes FAQ.
  8. Annuities: How They Work and When You Should Use Them What an annuity actually is, and when it fits into a retirement plan. Includes FAQ.
  9. Roth IRAs: How They Work and How to Use Them Contribution rules, tax treatment, and when a Roth makes sense. Includes FAQ.

Tools

Am I Saving Enough for Retirement? — check whether your current savings pace is on track.

Social Security Retirement Income Estimator — estimate your future benefit based on your earnings history.

How Much Can I Contribute to an IRA? — check your current contribution limit.

Should I Convert to a Roth IRA? — weigh the tax tradeoffs of converting.

What Is My Projected Required Minimum Distribution? — see what the IRS will require you to withdraw and when.

Becoming a Millionaire — see how consistent saving and time can add up.

Not sure where to start?

Small adjustments now can add up over time. Talk it through with our team before you decide anything.

Schedule a Consultation

This page is for general informational purposes only and is not tax, legal, financial, or investment advice. Consult a licensed professional before making decisions based on this information.