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.

How to Bake a Pie-R-A

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

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Retirement Plan Detectives

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

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Timing Your Retirement

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

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

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.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Retirement Realities

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

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Top 5 Things to Tell Your Financial Pro

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Bake a Pie-R-A

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