Retirement | Ciccarelli Advisory Services, 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.

Rightsizing for Retirement

What does your home really cost?

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Retirement Plan Detectives

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

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Retirement Seen Through Your Eyes

What's your vision of retirement?

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.

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Estimate Your RMD

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

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.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Assess Your Life Insurance Needs

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

Emergency Fund Calculator

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

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Perception vs. Reality

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

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?

Rightsizing for Retirement

What does your home really cost?

Leaving Your Lasting Legacy

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