Retirement | Lowcountry Financial Group

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?

RE: Retirement

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

5 Reasons to Invest in Your 401(k)

Did you know that your savings can compound over time?

Rightsizing for Retirement

What does your home really cost?

Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

New Ways to Give in a New Phase of Life

Want to give back without giving up your retirement? Discover new ways to give back in retirement.

Financial Wellness on Your Path to Retirement

Retirement is a significant milestone in life. Pursue financial wellness with these key strategies.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Retirement Seen Through Your Eyes

What's your vision of retirement?

View all articles

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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.

Perception vs. Reality

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

Retiring the 4% Rule

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?