801 West Bay Drive, Suite 707, Largo, FL 33770

(727) 210-7795
marc.delia@premierplanninginc.com
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Retirement

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
Featured Video

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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Social Security: By the Numbers

Social Security: By the Numbers

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

What's So Great About a Rollover?

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.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

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

  • Articles
  • Calculators
  • Videos

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

View all articles

My Retirement Savings

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

Estimate Your RMD

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

The Power of 401k Catch-Ups

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

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.

View all calculators

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Perception vs. Reality

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Tap Retirement Savings to Fund College?

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

Encore Careers: Push Your Boundaries

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

The Long Run: Women and Retirement

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

View all videos

  • Articles

    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.

    AI Tools Changing Retiree Entrepreneurship

    The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

    Your Changing Definition of Risk in Retirement

    A change in your mindset during retirement may drive changes to your portfolio.

    Conquering Retirement Challenges for Women

    Looking ahead can help you conquer these unique obstacles.

    Exploring Retirement Plans for Small Businesses

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

    Money that Buys Good Health is Never Ill Spent

    It's important to make sure your retirement strategy anticipates health-care expenses.

    View all articles

  • Calculators

    My Retirement Savings

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

    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.

    The Power of 401k Catch-Ups

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

    Simple 401k

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

    View all calculators

  • Videos

    Leaving Your Lasting Legacy

    Want to do more with your wealth? You might want to consider creating a charitable foundation.

    Timing Your Retirement

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

    18 Years Worth of Days

    The average retirement lasts for 18 years. What will you do with your days?

    Dreaming Up an Active Retirement

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

    Retiring the 4% Rule

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

    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?

    View all videos

Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

marc.delia@premierplanninginc.com

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