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Blog & Tools
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Retirement
Summit Financial Advisors
IRA and Retirement Plan Limits for 2020
Retirement, Investing, SFA
Learn the 2020 info for IRA contribution limits, Traditional IRA limits, Roth IRA income limits and employer retirement plans.
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Summit Financial Advisors
Creating a Retirement Strategy
Retirement, Financial Planning, SFA
Too many people retire with doubts, unsure if they have enough retirement money and uncertain of what their tomorrows will look like. You can save, invest, and act on your vision of retirement now to chart a path toward your goals and the future you want to create for yourself.
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Summit Financial Advisors
Retirement Account Rollovers
Retirement, Protecting Your Finances, Financial Planning, SFA
A rollover is the movement of funds from one retirement savings vehicle to another. You may want to make a rollover for any number of reasons — your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan. There are two possible ways that retirement funds can be rolled over.
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Summit Financial Advisors
The Retirement Mind Game
Retirement, Investing, SFA
Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement?
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Summit Financial Advisors
A Retirement Fact Sheet
Retirement, Financial Planning, SFA
Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. 
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Red SHOES Financial Wellness Program
Are you missing out on free retirement money?
Red Shoes, Retirement, Money Tips
The free money we’re talking about has to do with retirement contributions. Many employers will match a portion of the money their employees contribute to their employer-sponsored retirement account.
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