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.

Retirement Redefined
Featured Video

Retirement Redefined

Around the country, attitudes about retirement are shifting.

An Inside Look at Retirement Living
Featured Presentation

An Inside Look at Retirement Living

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

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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.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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?

  • Articles
  • Calculators
  • Presentations
  • Videos

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

The Cost of Procrastination

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

Social Security: Maximizing Benefits

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

Retirement Income and the Traditional Portfolio

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

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

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

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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

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Rightsizing for Retirement

What does your home really cost?

Retirement and Quality of Life

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Retiring in a Post-Pandemic World

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

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  • Articles

    Systematic Withdrawals in Retirement

    Taking regular, periodic withdrawals during retirement can be quite problematic.

    Is a SEP-IRA Right for Your Business?

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

    Retirement Questions That Have Nothing to Do With Money

    Things to consider before retirement.

    Retirement Traps to Avoid

    Beware of these traps that could upend your retirement.

    Tax Efficiency in Retirement

    What role would taxes play in your investment decisions?

    When Should You Take Social Security

    Monthly Social Security payments differ substantially depending on when you start receiving benefits.

    View all articles

  • Calculators

    My Retirement Savings

    Estimate how long your retirement savings may last using various monthly cash flow rates.

    Saving for Retirement

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

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

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

    Self-Employed Retirement Plans

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

    Annuity Comparison

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

    Estimate Your RMD

    Help determine the required minimum distribution from an IRA or other qualified retirement plan.

    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

    Risk Tolerance: What’s Your Style?

    Learn about what risk tolerance really means in this helpful and insightful video.

    Dreaming Up an Active Retirement

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

    Retirement and Quality of Life

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

    Social Security: By the Numbers

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

    RE: Retirement

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

    Should You Tap Retirement Savings to Fund College?

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

    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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