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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What Is a Roth 401(k)?

What Is a Roth 401(k)?

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

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

How Will Working Affect Social Security Benefits?

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

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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.

When Should You Take Social Security

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

The SECURE Act and Your Retirement Savings

The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..

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Saving for Retirement

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

A Look at Systematic Withdrawals

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

Self-Employed Retirement Plans

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

My Retirement Savings

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

Inflation & Retirement

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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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.

Investment Strategies for Retirement

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

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Should You Tap Retirement Savings to Fund College?

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

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Consequences

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

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

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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