Retirement | Don Roork

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.

Perception vs. Reality

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

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Retirement Plan Detectives

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

Immediate vs. Deferred Annuities

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

Risk Tolerance: What’s Your Style?

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

9 Facts About Social Security

There are things about Social Security that might surprise you.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

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.

Retirement Seen Through Your Eyes

What's your vision of retirement?

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

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The Power of 401k Catch-Ups

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

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

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

Estimate Your RMD

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

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.

Simple 401k

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

Emergency Fund Calculator

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

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A Bucket Plan to Go with Your Bucket List

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

Retiring the 4% Rule

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

Rightsizing for Retirement

What does your home really cost?

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.

The Power of Tax-Deferred Growth

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.