Retirement | Winfield 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.

RE: Retirement

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

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How to Bake a Pie-R-A

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

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

The Long Run: Women and Retirement

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

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Understanding Qualified Charitable Distributions

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

Introducing the 530A Accounts

An article explaining 530A Accounts.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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Assess Your Life Insurance Needs

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

Inflation & Retirement

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Estimate Your RMD

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

My Retirement Savings

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

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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Working With A Financial Professional

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

Perception vs. Reality

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

Rightsizing for Retirement

What does your home really cost?

The Long Run: Women and Retirement

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