Personal Retirement Planning
 

 
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Retirement Planning Click on any of the reports listed below to find practical, unbiased information to help you retire in comfort and style.
   
 10 Retirement Saving Tips
  Follow these 10 tips for a comfortable and happy retirement.
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 Should You Count On Social Security
  Don't rely solely on Social Security for your retirement needs. It is an iffy proposition since the percentage of people 65 and older is increasing rapidly. Find out what you can expect when you retire.
   
 Social Security Benefits Estimator
  Estimate how much money you'll receive from Social Security when you retire.
   
 Tap Your Retirement Money Early and Minimize Penalties
  There are ways to withdraw funds early from retirement plans like your 401(k) without getting hit with a tax penalty. The rules are a bit rigid and, from a long-term perspective, you should think carefully before taking money out of your retirement plan until you're retired. In most cases, it's not the best strategy. Nonetheless, it can be done.
   
 Interactive Retirement Planning Calculator
  Do you know what it will take to create a secure retirement? Use this interactive problem solver to help you create your retirement plan.
   
 Required Minimum Distribution Calculator
  The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.
   
 Our Personal Financial Planning Service
  Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
   
   
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Phone: (503) 459-1074
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