Retirement | Wes Battle

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.

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

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

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

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

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