Retirement | The Austin Benefit & Financial 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.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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Retirement Plan Detectives

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

5 Benefits of Working in Retirement

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

Timing Your Retirement

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

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.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start 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.

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

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IRA Income

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

My Retirement Savings

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

Inflation & Retirement

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

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

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RE: Retirement

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

Retiring the 4% Rule

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

Leaving Your Lasting Legacy

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

Top 5 Things to Tell Your Financial Pro

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

How to Bake a Pie-R-A

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