Retirement | The Roettgers Koshy Wielgus Group

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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Leaving Your Lasting Legacy

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

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

The Power of Tax-Deferred Growth

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

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Three Tests of a Roth Conversion

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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.

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Risk Tolerance: What’s Your Style?

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

Rightsizing for Retirement

What does your home really cost?

Retiring the 4% Rule

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

Retirement and Quality of Life

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

Dreaming Up an Active Retirement

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

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Articles

After You Max Out Your 401(k)

Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

Make the Most of Your Required Minimum Distributions

RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

All That Matters: A Holiday Special

Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.

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Videos

Retirement Plan Detectives

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

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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.

Dreaming Up an Active Retirement

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Perception vs. Reality

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

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