Retirement | Lenore Rostoni

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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When should you take your Social Security benefit?

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Looking ahead can help you conquer these unique obstacles.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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Here are 5 reasons why you may consider working through retirement.

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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Assess Your Life Insurance Needs

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

Estimate Your RMD

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

My Retirement Savings

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

Simple 401k

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

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Should You Tap Retirement Savings to Fund College?

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

How to Bake a Pie-R-A

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

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