Retirement | Dror Nir

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.

Social Security: By the Numbers

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

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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.

Volunteering in Retirement

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

Rightsizing for Retirement

What does your home really cost?

Eight Mistakes That Can Upend Your Retirement

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

Introducing the 530A Accounts

An article explaining 530A Accounts.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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Estimate Your RMD

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

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

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

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.

The Power of 401k Catch-Ups

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

Simple 401k

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

My Retirement Savings

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

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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.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.