Retirement | Wealth Design Group

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

Retiring the 4% Rule

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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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.

How Women Make it Happen

Women in financial services are some of the most progressive women in the world.

Should You Tap Retirement Savings to Fund College?

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

6 Strategies to Help You Prepare for Living on Retirement

Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Supplementing Retirement Income with Whole Life

Whole Life insurance can add to your retirement income and allow you to live confidently.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Don’t Get Trapped by These Retirement Myths

Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.

The 12 Steps to Living Confidently: Retire With Confidence

There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Retiring the 4% Rule

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

Social Security: By the Numbers

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

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.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.