2300 E. Katella Ave.
Suite 200
Anaheim, CA 92806

John G. Adams, CFP®

(714) 456-1790

 

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.

 
 
 
Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Inflation - Back to the Future

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

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Traditional vs. Roth IRA

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

View all articles arrow

Self-Employed Retirement Plans

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

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

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

View all calculators arrow

Retirement Plan Distributions

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

View all presentations arrow

A Bucket Plan to Go with Your Bucket List

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

A Fruitful Retirement: Social Security Benefit

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

Perception vs. Reality

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

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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.

View all videos arrow