Retirement | Shelter Rock Wealth Management

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.

RE: Retirement

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

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Roth IRA for Kids

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

A Bucket Plan to Go with Your Bucket List

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

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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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.

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The Long Run: Women and Retirement

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

Encore Careers: Push Your Boundaries

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

RE: Retirement

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

Dreaming Up an Active Retirement

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

Perception vs. Reality

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

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?