Retirement | RJ Anderson

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.

How to Bake a Pie-R-A

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

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Social Security: By the Numbers

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

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Preparation is the Key to Retirement

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

18 Years Worth of Days

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Tax-Deferred Growth

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.