Stamford, CT Tax Firm | Retirement Planning Page | Summer Associates Tax Services

Click on any of the reports listed below to find practical, unbiased information to help you retire in comfort and style.

Should You Count On Social Security? Don't rely solely on Social Security for your retirement needs. It is an iffy proposition since the percentage of people 65 and older is increasing rapidly. Find out what you can expect when you retire.		Social Security Benefits Estimator Estimate how much money you'll receive from Social Security when you retire.
Tap Your Retirement Money Early and Minimize Penalties There are ways to withdraw funds early from retirement plans like your 401(k) without getting hit with a tax penalty. The rules are a bit rigid and, from a long-term perspective, you should think carefully before taking money out of your retirement plan until you're retired. In most cases, it's not the best strategy. Nonetheless, it can be done.		Required Minimum Distribution Calculator The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.