Retirement | Dillon George

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.

Top 5 Things to Tell Your Financial Pro

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

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Social Security: By the Numbers

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

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

5 Benefits of Working in Retirement

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

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

My Retirement Savings

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

Inflation & Retirement

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

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

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

Estimate Your RMD

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

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Should You Tap Retirement Savings to Fund College?

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

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Social Security: By the Numbers

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Preparation is the Key to Retirement

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