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.
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
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Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This checklist can give you a quick snapshot of how prepared you are.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When should you take your Social Security benefit?
A bucket plan can help you be better prepared for a comfortable retirement.
A lot can happen in the course of a year.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
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