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Guides / Life Events

Planning for Retirement

Whether retirement is decades away or right around the corner, a little planning now makes a real difference later. Start with a guide below, or jump straight to a calculator.

Guides

  1. Your Retirement Plan: How to Get Started The building blocks of a retirement plan, and where to begin. Includes FAQ.
  2. 10 Retirement Saving Tips Practical habits that add up over a working lifetime. Includes FAQ.
  3. Social Security Benefits: How to Get the Maximum Amount Timing your claim and understanding how benefits are calculated. Includes FAQ.
  4. Should You Count on Social Security? How to think about Social Security as one piece of a larger plan. Includes FAQ.
  5. 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.
  6. Retirement Plan Distributions: When to Take Them Timing withdrawals to manage taxes and required minimums. Includes FAQ.
  7. Retirement Plan Distributions: How to Take Them Lump sum, periodic, or rollover: comparing your distribution options. Includes FAQ.
  8. Roth IRAs: How They Work and How to Use Them Contribution rules, tax treatment, and when a Roth makes sense. Includes FAQ.
  9. The SIMPLE Plan: A Retirement Plan for the Really Small Business A low-cost retirement plan option for small employers. 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.

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

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.

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

Not sure where to start?

Retirement planning looks different for everyone. 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.