Brad Mentzer

(717) 249-6327

Retirement

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.

 

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

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Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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My Retirement Savings

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

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.

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

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

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

The Power of 401k Catch-Ups

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

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

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This short video illustrates the importance of understanding sequence of returns risk.

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

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