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

Top 5 Things to Tell Your Financial Pro

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

Choices for Your 401(k) at a Former Employer

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

RE: Retirement

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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.

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Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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

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

Simple 401k

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

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See how catch-up contributions after age 50 could significantly boost your retirement balance.

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A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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

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

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

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