Retirement Resource Center
OUR MISSION
To sit side by side with families in our community and help them, through education and advocay, make sound financial decisions leading up to and living in retirement.
Jeanette Johnson
Retirement Consultant
jeanette.johnson@osaicwealth.com
Mark Hesley
Financial Planning Assistant
mark.hesley@osaicwealth.com
Linda Newman
Administrative Assistant
linda.newman@osaicwealth.com
Newsletters
-
Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
-
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.