In Loving Memory of Jeffrey Collier

October 2, 1951 – November 27, 2020

Jeffrey C. Collier

RETIREMENT

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.

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Top 5 Things to Tell Your Financial Pro

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

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Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Should You Ever Retire?

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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Work backwards from your savings goal to find the rate of return you'd need to get there.

Simple 401k

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

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

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