Brandon S. Pepe, CFP®, Financial Advisor

2319 Whitney Avenue, Suite 5A
Hamden, CT 06518

203.288.2990 x139

Retirement

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.

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Life in a Box

Life in a Box

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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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

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9 Facts About Retirement

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Self-Employed Retirement Plans

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

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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.

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

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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

The Power of Tax-Deferred Growth

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

Consequences

Make more informed financial decisions with the W&R Wealth Management Site. I can show you how.

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When should you take your Social Security benefit?

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Turn insight into action with the W&R Wealth Management Site’s creative planning tools.

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

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