Broker Check

Retirement Planning

Careful planning is critical to accomplishing a successful retirement, and the earlier this process begins, the better. Whether you’re just beginning your career, are well into your peak earning years, or are approaching the time when you hope to take the plunge into retirement, we’re here to help you navigate the process.

Retirement planning requires thoughtful answers to questions about your goals along with determining several other key elements:

  • Sources of income during retirement
  • Age at which you wish to retire
  • Expenses now, and at retirement
  • Cash flow and risk tolerance
  • How much you will need to have for retirement
  • What your current financial situation will allow for retirement
  • Actions you will need to take, such as saving and investing, to meet your goals

Investment Insight Wealth Management offers sound, trustworthy advice to guide you through all aspects of planning for your retirement. Talk to us today. We can help you get on track toward your retirement goals.

Glossary of Terms

  • 401(k) Rollovers:
    If you already have a 401(k) account and have stopped working for your employer, changed jobs, or some other reason would like to merge your account or transfer your account into another IRA, this is known as a 401(k) rollover.

  • 457 Rollovers:
    A 457 is a type of retirement plan that is a bit different from other IRAs such as the ever-popular 401(k). The difference is that the 457 is used by government organizations to provide for retirement benefits for its workers.

  • IRA:
    An Individual Retirement Account (IRA) is one of the many ways to help you save for retirement.

  • IRA Rollovers:
    An IRA brought in from a previous employer

Featured Content

Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn More
Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Learn More
Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Learn More

Have A Question About This Topic?

Thank you!

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

Thank you! Oops!