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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Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Women and Financial Strategies

Women and Financial Strategies

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Estimate your monthly and annual income from various IRA types.

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This calculator can help you estimate how much you may need to save for retirement.

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

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This video discusses issues related to your retirement accounts when you move on from your job.

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This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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