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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Have A Question About This Topic?
Let’s Look Forward
A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Consequences
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
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
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
View all articles
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
View all calculators
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.
View all presentations
Athlete
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
Consequences
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
Elder Care
They may not admit it, but as your parents age they might need your financial help.
Let’s Look Forward
A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
Rightsizing for Retirement
What does your home really cost?
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos