Retirement | Kevin B. McGrath A.I.F.

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.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

7 Questions You May Have About Your Retirement

Are you on the brink of retirement or settling into your golden years?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

5 Unexpected Costs That Can Disrupt Retirement

Don’t let the unexpected derail your retirement. Discover five common surprise costs and how to plan ahead with confidence.

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Self-Employed Retirement Plans

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

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

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

Annuity Comparison

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

My Retirement Savings

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

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.

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Dreaming Up an Active Retirement

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

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.