top of page
Waterfall cascading over rocky rapids with a historic building
Aerial view of a city park with waterfalls and a distant skyline
River flowing through a rocky canyon at sunset

Worth Retirement

5000 S. Minnesota Ave., Suite L
Sioux Falls, SD 57108

Phone:

(605) 521-8367

E-mail:

henry@worthretirement.com

Welcome to Worth Retirement

At Worth Retirement, we believe that good financial decisions don't have to be confusing. We provide simple, proven techniques to help you make the most of your money and help achieve more of your financial goals.  

We invite you to review our educational materials, articles, newsletters, calculators, and other tools--all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops you may want to attend. 

♦

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

You can review interesting calculators on my site.

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators
What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

bottom of page