Retirement | Zoeller Asset Management

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.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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.

6 Financial Habits for a Secure and Successful Retirement

Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.

Timing Your Retirement

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

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 Is a Beginning

Key questions to answer when you are considering retirement.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

How Women Can Prepare For Retirement

Are women prepared for a 20-year 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.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

View all articles

My Retirement Savings

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

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.

IRA Income

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

Annuity Comparison

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

Inflation & Retirement

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

View all calculators

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Plan Detectives

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

Leaving Your Lasting Legacy

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

Timing Your Retirement

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