Retirement | Waters Wealth Consultants

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.

Encore Careers: Push Your Boundaries

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

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Three Key Questions to Answer Before Taking Social Security

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Understanding Qualified Charitable Distributions

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

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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

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

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

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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Estimate Your RMD

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

Inflation & Retirement

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

Simple 401k

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

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.

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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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Should You Tap Retirement Savings to Fund College?

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

Preparation is the Key to Retirement

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

A Fruitful Retirement: Social Security Benefit

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