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(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.

RE: Retirement
Featured Video

RE: Retirement

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

Investment Strategies for Retirement
Featured Presentation

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

  • Articles
  • Calculators
  • Presentations
  • Videos

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Three Key Questions to Answer Before Taking Social Security

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

Choose Your Own Retirement Adventure

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

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

View all articles

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations

Rightsizing for Retirement

What does your home really cost?

RE: Retirement

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

Encore Careers: Push Your Boundaries

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

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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

  • Articles

    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.

    Retirement Income and the Traditional Portfolio

    Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

    Social Security: Maximizing Benefits

    There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

    Who Is Your Trusted Contact?

    This investment account question is vital and answered as early as possible.

    Is a SEP-IRA Right for Your Business?

    For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

    Does Your Portfolio Fit Your Retirement Lifestyle?

    Lifestyle considerations in creating your retirement portfolio.

    View all articles

  • Calculators

    Roth 401(k) vs. Traditional 401(k)

    This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

    Potential Income from an IRA

    Estimate your monthly and annual income from various IRA types.

    Saving for Retirement

    This calculator can help you estimate how much you may need to save for retirement.

    Self-Employed Retirement Plans

    Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

    Inflation & Retirement

    Estimate how much income may be needed at retirement to maintain your standard of living.

    Annuity Comparison

    This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

    View all calculators

  • Presentations

    Investment Strategies for Retirement

    Investment tools and strategies that can enable you to pursue your retirement goals.

    An Inside Look at Retirement Living

    A number of questions and concerns need to be addressed to help you better prepare for retirement living.

    View all presentations

  • Videos

    Retirement and Quality of Life

    Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

    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.

    Retiring in a Post-Pandemic World

    Imagine your ideal post-pandemic retirement with this animated video.

    Retirement Plan Detectives

    A couple become Retirement Plan Detectives, searching records from old employers.

    The Long Run: Women and Retirement

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

    Dreaming Up an Active Retirement

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

    View all videos

Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

Send an Email

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