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.

Rightsizing for Retirement
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Rightsizing for Retirement

What does your home really cost?

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How to Retire Early

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.

A Bucket Plan to Go with Your Bucket List

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.

What You Need to Know About Social Security

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?

  • Articles
  • Calculators
  • Videos

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Eight Mistakes That Can Upend Your Retirement

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

Caring for Aging Parents

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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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.

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.

View all calculators

Retiring the 4% Rule

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

18 Years Worth of Days

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

Retirement Plan Detectives

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

A Bucket Plan to Go with Your Bucket List

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

How to Bake a Pie-R-A

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

Dreaming Up an Active Retirement

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

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  • Articles

    Understanding the SECURE Act 2.0

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

    Is a SEP-IRA Right for Your Business?

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

    Your Changing Definition of Risk in Retirement

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

    5 Benefits of Working in Retirement

    Here are 5 reasons why you may consider working through retirement.

    Who Is Your Trusted Contact?

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

    Why Do Renters Have to Save More?

    How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

    View all articles

  • Calculators

    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.

    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.

    View all calculators

  • Videos

    Preparation is the Key to Retirement

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

    Timing Your Retirement

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

    Encore Careers: Push Your Boundaries

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

    Retiring the 4% Rule

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

    Should You Tap Retirement Savings to Fund College?

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

    The Long Run: Women and Retirement

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

    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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