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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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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