Retirement | PC Wealth Services

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.

Retirement Accounts When You Change Your Job

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

Have A Question About This Topic?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

You can DIY guaranteed income with these 3 tips

Get guaranteed retirement income with an annuity. Here’s how.

Timing Your Retirement

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

Why annuities are in demand

A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

How to manage your retirement income concerns

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

How to fund your charitable giving in retirement

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

3 important insurance considerations for retirees

In retirement planning, evaluating your insurance policies is a good policy.

View all articles

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Leaving Your Lasting Legacy

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

Rightsizing for Retirement

What does your home really cost?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Retirement Accounts When You Change Your Job

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

Retirement Plan Detectives

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

View all videos

Articles

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

View all articles
Videos

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Preparation is the Key to Retirement

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

Timing Your Retirement

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

How to Bake a Pie-R-A

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos