Retirement | Evervest Inc.

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.

Social Security: By the Numbers

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

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Timing Your Retirement

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

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Rightsizing for Retirement

What does your home really cost?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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.

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Inflation & Retirement

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

The Power of 401k Catch-Ups

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

Estimate Your RMD

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

Emergency Fund Calculator

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

Assess Your Life Insurance Needs

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

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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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Social Security: By the Numbers

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Power of Tax-Deferred Growth

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

How to Bake a Pie-R-A

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

A Fruitful Retirement: Social Security Benefit

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