Retirement

Be prepared for your golden years.

Individual Retirement Accounts (IRA) help you prepare for the future. In today's market, we know it takes planning. We have a number of tools, calculators and articles to help you maximize your financial future.

To make an appointment with a Retirement Specialist, please call 843-569-4917.

Retirement Calculators

How long until my savings reach my goal?
How much can I contribute to an IRA?
How much retirement income may my 401k provide?
How much should I save to reach my goal?
What is my current new worth?

Article: 10 Steps to Creating a Financial Plan for a Secure Retirement

From "Savings Fitness: A Guide to Your Money and Your Financial Future," made available to consumers by the U.S. Department of Labor and the Certified Planner Board of Standards.

Article: Following the Rules: Withdrawing From Your IRA

If you don't plan ahead on how and when you should access your IRA (individual retirement account) money, you may get a worse tax bite than necessary.

Article: Make Your Retirement Money Last

As the recession brought home to many people, making your money last through retirement can be a challenge. If you plan ahead and actively manage your retirement accounts, it can help ensure you won't outlive your money.

Article: Matching Retirement Contributions

If your employer has a matching 401(k) retirement program (or a 403(b) if you work for a non-profit) and you’re not taking advantage of it, you are turning down free money.

Article: Recalculating Retirement Needs

According to a recent Gallup poll, 54% of Americans say they are either very or somewhat worried about having enough money for retirement. To get on track it's a good idea to frequently recalculate your retirement needs.

Article: Traditional IRA verses Roth IRA

What is the difference between a Traditional and Roth IRA?
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