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 Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Leaving Your Lasting Legacy

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

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.

Dreaming Up an Active Retirement

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

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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

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

Inflation & Retirement

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Self-Employed Retirement Plans

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

My Retirement Savings

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Perception vs. Reality

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

Dreaming Up an Active Retirement

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

Timing Your Retirement

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