Retirement | James G. Oppenlander

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.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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Should You Tap Retirement Savings to Fund College?

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

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

RE: Retirement

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

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Estimate Your RMD

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

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

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.

IRA Income

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

Inflation & Retirement

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

My Retirement Savings

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

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Leaving Your Lasting Legacy

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Working With A Financial Professional

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

Retirement Accounts When You Change Your Job

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

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?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.