Clawson & Pelerin

440 W. Jubal Early Drive Suite 220
Winchester, Virginia 22601

16 Gaylord Lane
Marlton, NJ 08053

(540) 662-4642

833-Pelerin (833-735-3746)

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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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Athlete

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Business Owner

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

3 plans every Gen Xer needs to consider before they turn 50

Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

When Should You Take Social Security

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

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Inflation & Retirement

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

Estimate Your RMD

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

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).

Saving for Retirement

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

Self-Employed Retirement Plans

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

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Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Annual Review

A lot can happen in the course of a year.

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

Should You Tap Retirement Savings to Fund College?

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

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.

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