Retirement | Matthew Zima

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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Around the country, attitudes about retirement are shifting.

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

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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When Should You Take Social Security

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

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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.

The Power of 401k Catch-Ups

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

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

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This video explores what to do with retirement accounts when you move on from your job.

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Around the country, attitudes about retirement are shifting.

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When you retire, how will you treat your next chapter?