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.

Timing Your Retirement

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

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Retirement Plan Detectives

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

Why You Should Invest in Your 401(k)

Did you know that your savings can compound over time?

18 Years Worth of Days

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

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

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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).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

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

My Retirement Savings

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

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RE: Retirement

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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.