Retirement | WR Anderson & Co.

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.

The Power of Tax-Deferred Growth

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

A Fruitful Retirement: Social Security Benefit

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

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

6 Ways to Stay Ahead of Rising Retirement Costs

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

Planning for the Three Stages of Retirement

Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.

Understanding Social Security: 5 Common Myths Explained

Have questions about Social Security? Explore five common myths to better understand your benefits and options.

Your 4% Withdrawal Strategy May Not Be Enough

Get the Tax Guidance You Need to Help Live the Retirement You Desire

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

IRA Income

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

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Inflation & Retirement

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

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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.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Tap Retirement Savings to Fund College?

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Retirement Accounts When You Change Your Job

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

Encore Careers: Push Your Boundaries

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