Retirement | Bill Roberts

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.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Simple 401k

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement Accounts When You Change Your Job

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

The Long Run: Women and Retirement

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.