Retirement | Stephen Bach

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Have A Question About This Topic?

Social Security: By the Numbers

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

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Is a Variable Annuity Right for Me?

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

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Volunteering in Retirement

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

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

View all articles

My Retirement Savings

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

Emergency Fund Calculator

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

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.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Simple 401k

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

View all calculators

RE: Retirement

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

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?