Lanier-McCormack Wealth Management

3638 Walton Way Extension

Suite 300
Augusta, GA 30909

Retirement

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.

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Rightsizing for Retirement

Rightsizing for Retirement

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Orchestrating Your Retirement Accounts

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Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Retiring the 4% Rule

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Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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One of the most common questions people ask about Social Security is when they should start taking benefits.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

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

Saving for Retirement

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

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

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

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Rightsizing for Retirement

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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

RE: Retirement

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

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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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