skip to main content

Retirement

Retirement

What significant change to 529 Plans was created by the SECURE 2.0 Act

Did saving for retirement and a college education just get easier?
 

Read Article

Retirement

Key ages in retirement planning

There are five key milestones in the retirement planning process.

 

Read Article

Retirement

The beginners guide to retirement planning

A rewarding retirement takes careful planning. Here are some ideas to start with.

 

Read Article

Retirement Planner Calculator

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.

Calculate

College savings

A backward and completely comprehensive approach to investing

Using this investment strategy puts your money in separate time-specific buckets.

Read article

BASICS OF INVESTING

Try this simple technique to predict portfolio return

Asset allocation may be a good predictor of your portfolio’s future risk and return.

Read article

Required Minimum Distribution (RMD)

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 72 (or 70 1/2 if born before 7/1/1949). Determining how much you are required to withdraw is an important issue in retirement planning. Use this calculator to create a hypothetical projection of your future Required Minimum Distributions (RMD).

Current year Future

Retirement Nestegg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.

 

Calculate

Retirement

Three easy ways to augment your employer’s retirement account

Company plan, IRA, Roth IRA. Each of these is a great way to save for retirement.

Read Article

Retirement

What is a Required Minimum Distribution - or RMD?

Factoring RMDs into your plan can help you optimize your retirement cash flow.

Read Article

Retirement

Traditional IRA Calculator

An individual retirement account (IRA) helps you save for retirement with tax advantages that other types of accounts may not have. Once you open an IRA, you can invest the money you contribute in a wide variety of mutual funds, including target retirement funds. Use this tool to compare a traditional IRA with a taxable account.

Calculate

Retirement

Delaying Social Security – are the additional benefits worth the wait?

Should you take Social Security early or wait for bigger benefits down the road?

Read Article

Retirement

What to do with your former employer's retirement plan

Leaving money in a former employer’s retirement plan isn’t a decision you should take lightly.

Read Article

Retirement

Saving for college or retirement, which takes priority?

Your child’s college education vs. your retirement. Consider these 10 points.

Read Article

Retirement

What’s your greater risk: market volatility or outliving your money?

Stock market volatility can be unnerving. But avoiding risk has its own peril.

 

Read Article

Retirement

Which IRA should you use: Traditional or Roth?

Roth and Traditional IRAs are a lot alike. Their differences are subtle, but beneficial!

 

Read Article

Retirement

Retirement planning curve balls – how spending plans can change

Your retirement lifestyle may completely depend on assumptions you make today.

Read Article

Serving with purpose

Every investor, regardless of investment size, is equally important to us and we’re here to guide you every step of the way. Call us today to talk with a live U.S.-based investment specialist and get investment guidance without the wait and at no additional cost you.

Connect with Victory Capital

Contact the Relationship Managers in your region to learn more about Victory Capital. 

Connect with Victory Capital

Our Institutional Relationship Managers welcome your inquiries!

20201105-1399452