Retirement | Preferred Capital 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.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Have A Question About This Topic?

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.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Immediate vs. Deferred Annuities

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

5 Benefits of Working in Retirement

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

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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.

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

How Will Working Affect Social Security Benefits?

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

View all articles

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Leaving Your Lasting Legacy

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

RE: Retirement

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?