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Santa Rosa, California 95404
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6020 Commerce Boulevard
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Rohnert Park, California 94928
(707) 584-6690

 

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

 
 
 
Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Social Security: By the Numbers

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

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