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
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.