Retirement | OMNI Investment Services

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.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Split Annuity Strategy

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

Deciding When to Take Social Security

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

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Saving for Retirement

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

My Retirement Savings

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

Self-Employed Retirement Plans

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

Estimate Your RMD

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

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

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

A Look at Systematic Withdrawals

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

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Retiring the 4% Rule

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.