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.
Client
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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.
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Annual Review
A lot can happen in the course of a year.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Options for an inherited IRA or employer retirement savings
You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Investing for Retirement... 1% at a Time
Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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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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Consequences
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Dentist
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Athlete
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.