Retirement | The Ellenberger-Riehl Group

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.

How to Bake a Pie-R-A

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

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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.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

5 Benefits of Working in Retirement

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

Planning for the Future of Social Security: 2025 Update

What you need to know about the future of Social Security – and how to plan confidently for what’s ahead.

Relaunching Your Career: 5 Tips To Get You Started

Coming back from a career break? It may seem overwhelming, but these simple tips can help.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

Systematic Withdrawals in Retirement

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

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A Bucket Plan to Go with Your Bucket List

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

Encore Careers: Push Your Boundaries

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

Retirement Plan Detectives

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

Risk Tolerance: What’s Your Style?

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

The Long Run: Women and Retirement

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Articles

All That Matters: What Mattered in 2023?

Mike and Ross look back and dig into what really drove the markets and economy this year.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

President Biden’s Proposed Tax Changes

While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.

"Are We Going to Be Okay?"

Mike Antonelli and John Taft discuss one of Baird’s key priorities – providing financial contentment in their clients’ lives.

Caring for Aging Parents

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

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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Videos

The Long Run: Women and Retirement

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

Dreaming Up an Active Retirement

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Fruitful Retirement: Social Security Benefit

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retiring the 4% Rule

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

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