Retirement | White Coat Wealth Advisors

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

Encore Careers: Push Your Boundaries

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

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

Learn, Earn and Retire at Any Age

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

Don’t Get Trapped by These Retirement Myths

Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Encore Careers: Push Your Boundaries

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

RE: Retirement

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

The Long Run: Women and Retirement

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

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Rightsizing for Retirement

What does your home really cost?

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Articles

Immediate vs. Deferred Annuities

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

How to Cut Your Expenses

Living with confidence means living within your means. managers.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

5 Benefits of Working in Retirement

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

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Videos

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

RE: Retirement

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

Encore Careers: Push Your Boundaries

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

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Rightsizing for Retirement

What does your home really cost?

The Long Run: Women and Retirement

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

View all videos