Retirement | WR Anderson & CO

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.

Don't Buy The Hype

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

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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.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

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

A Look at Systematic Withdrawals

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

Annuity Comparison

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

Inflation & Retirement

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

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

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

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Social Security: By the Numbers

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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.