Category Archives: Retirement

Roth IRA Conversion

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt Should I convert to a Roth IRA? A Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when you convert your taxable retirement assets into a Roth IRA you will generally pay ordinary income…

Retirement Savings

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How much will I need to save for retirement? Retirement can be the saddest or happiest day of your life. This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that…

IRA Eligibility

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How much can I contribute to an IRA? Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your current earned income level and whether or not you participate in a retirement plan at work. Use…

Impact of Inflation

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How does inflation impact my retirement income needs? It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may need when factoring in inflation between now and until you reach retirement to keep the same…

Cost of Waiting

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt When should I begin saving for retirement? A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to determine how much more you could accumulate at retirement by beginning your savings plan today rather than…