Retirement & Planning

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Retirement

• How will retirement impact my living expenses?
• How much will I need to save for retirement?
• Are my current retirement savings sufficient?
• Social security retirement income estimator
• How does inflation impact my retirement income needs?
• I'm retired, how long will my savings last?
• When should I begin saving for retirement?
• Should I convert discretionary expenses to savings?
• How much retirement income may my 401(k) provide?
• Compare a Roth 401(k) to a Traditional 401(K)

Qualified Plans

• Evaluate my company pension payout options
• How much can I contribute to an IRA?
• How much retirement income may an IRA provide?
• Should I convert to a Roth IRA?
• What will my qualified plan(s) be worth at retirement?
• What is my current year required minimum distribution?
• What is my projected required minimum distributions?
• What are my lump sum distribution options?
• How do I maximize my employer 401(k) match?
• What is the impact of borrowing from my retirement plan?
• What is the impact of early withdrawal from my 401(k)?
• I'm self-employed, how much can I contribute to a retirement plan?
• Net unrealized appreciation (NUA) vs. IRA rollover?
• What are my Stretch IRA distributions?
• 72(t) early distribution analysis