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.
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
Have A Question About This Topic?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
For many, retirement includes contributing their time and talents to an organization in need.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
When you retire, how will you treat your next chapter?
There’s an alarming difference between perception and reality for current and future retirees.
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.