Retirement | Gauthier Wealth Partners

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.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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Dreaming Up an Active Retirement

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

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Retirement and Quality of Life

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

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Deciding When to Take Social Security

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

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Year-End Moves to Help You Prepare for Retirement

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

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What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Simple 401k

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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Retirement Plan Detectives

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

Retiring the 4% Rule

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Timing Your Retirement

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

A Fruitful Retirement: Social Security Benefit

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