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.

Top 5 Things to Tell Your Financial Pro

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

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Perception vs. Reality

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

Planning for the Three Stages of Retirement

Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.

Rightsizing for Retirement

What does your home really cost?

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Annuity Comparison

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

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Perception vs. Reality

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

Timing Your Retirement

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

RE: Retirement

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.