Retirement | AG Wealth Advisors

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.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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A Bucket Plan to Go with Your Bucket List

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

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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Inflation & Retirement

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

My Retirement Savings

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Simple 401k

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

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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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?

The Long Run: Women and Retirement

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

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Should You Tap Retirement Savings to Fund College?

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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?