Retirement | Powerhouse Wealth Management LLC

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.

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Leaving Your Lasting Legacy

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

How to Make Your Retirement Go Further as Costs Rise

Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

A Bucket Plan to Go with Your Bucket List

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

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

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IRA Income

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

Emergency Fund Calculator

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

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

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

My Retirement Savings

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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How to Bake a Pie-R-A

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

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 Bucket Plan to Go with Your Bucket List

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

Retirement Accounts When You Change Your Job

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

Top 5 Things to Tell Your Financial Pro

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.