Retirement | CoastHills Wealth 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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Have A Question About This Topic?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

How to Bake a Pie-R-A

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

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Traditional vs. Roth IRA

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

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

View all articles

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Inflation & Retirement

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

My Retirement Savings

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

View all calculators

Leaving Your Lasting Legacy

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

Retirement Accounts When You Change Your Job

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

RE: Retirement

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement Plan Detectives

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.