Retirement | RWM Advisors Team

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.

Retirement Plan Detectives

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

The Power of Tax-Deferred Growth

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

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.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

9 Facts About Retirement

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

Volunteering in Retirement

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

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Estimate Your RMD

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

Simple 401k

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

The Power of 401k Catch-Ups

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

My Retirement Savings

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

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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Perception vs. Reality

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

Risk Tolerance: What’s Your Style?

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.