Retirement | Summit Asset Management Inc.

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.

Should You Tap Retirement Savings to Fund College?

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

Have A Question About This Topic?

Timing Your Retirement

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

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

View all articles

Simple 401k

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

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.

My Retirement Savings

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

Inflation & Retirement

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

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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.

A Fruitful Retirement: Social Security Benefit

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

Perception vs. Reality

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