Retirement | RBJ Wealth Management

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.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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Social Security: By the Numbers

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

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Dreaming Up an Active Retirement

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

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Retirement Plan Choices for Small Businesses

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

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

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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My Retirement Savings

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

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.

Assess Your Life Insurance Needs

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

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Power of Tax-Deferred Growth

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.