Retirement | The Simon Group

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.

A Fruitful Retirement: Social Security Benefit

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

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Rightsizing for Retirement

What does your home really cost?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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.

IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Dear Reader

Mike Antonelli shares a list of things he believes about the world.

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RE: Retirement

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Bucket Plan to Go with Your Bucket List

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

A Fruitful Retirement: Social Security Benefit

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

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Articles

Understanding Your Benefits: Planning for Service Members

Service members who reach their ETS date or retire from the U.S. military are eligible for a host of financial benefits.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

Financial Planning for Service Members

A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.

Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

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.

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Videos

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

RE: Retirement

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

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