Retirement | St Johns Wealth Advisors

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.

Retiring the 4% Rule

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

Have A Question About This Topic?

A Fruitful Retirement: Social Security Benefit

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

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.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Roadmap to Retirement: Tax & Investment Strategies

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Your Social Security Roadmap

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

Tax and Investment Strategies: A Retirement Savings Roadmap

These six strategies can help drive the implementation of a robust, comprehensive retirement plan.

5 Benefits of Working in Retirement

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

View all articles

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.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Simple 401k

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

View all calculators

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

A Bucket Plan to Go with Your Bucket List

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

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.

A Fruitful Retirement: Social Security Benefit

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

Retirement and Quality of Life

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

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.