Dave Pimper

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Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

 
 
Understanding the SECURE Act

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

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

 

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Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Estimate Your RMD

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

My Retirement Savings

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

Annuity Comparison

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

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Social Security: By the Numbers

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Rightsizing for Retirement

What does your home really cost?

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