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.
Elder Care
They may not admit it, but as your parents age they might need your financial help.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Annual Review
A lot can happen in the course of a year.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Three Regrets of Retirees
The road to retirement can be challenging, but avoiding the mistakes made by those who have traveled before.
FIRE: Four Things You Need to Know About This Hot Retirement
Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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).
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
Athlete
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
Executive
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Walk in Our Shoes
Planning your financial future is a journey you don’t have to walk alone.