Retirement | Will Gungoll

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.

Social Security: By the Numbers

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

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Retirement Accounts When You Change Your Job

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

Navigating Retirement Pitfalls

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

Should You Tap Retirement Savings to Fund College?

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

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Introducing the 530A Accounts

An article explaining 530A Accounts.

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Immediate vs. Deferred Annuities

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

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Inflation & Retirement

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

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Top 5 Things to Tell Your Financial Pro

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

The Power of Tax-Deferred Growth

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