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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Consequences

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

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Investment Strategies for Retirement

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

RE: Retirement

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

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Annual Review

A lot can happen in the course of a year.

• Articles

  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.

  5 Benefits of Working in Retirement

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

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

  9 Facts About Retirement

  Regardless of how you approach retirement, there are some things about it that might surprise you.

  The Cost of Procrastination

  Don't let procrastination keep you from pursuing your financial dreams and goals.

  The History of Retirement

  Do you know where the idea of “retirement” comes from?

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• Calculators

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  A Look at Systematic Withdrawals

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

  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.

  Annuity Comparison

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

  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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• Presentations

  Retirement Plan Distributions

  There are a number of ways to withdraw money from a qualified retirement plan.

  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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• Videos

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

  RE: Retirement

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

  Business Planning

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

  18 Years Worth of Days

  The average retirement lasts for 18 years. Are you prepared to fill that many days?

  Elder Care

  They may not admit it, but as your parents age they might need your financial help.

  Tuning Your Social Security Benefit

  When should you take your Social Security benefit?

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