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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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Gain control of workload with time blocking

Gain control of workload with time blocking

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Family View

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Qualified Charitable Distributions:

Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?

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.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Investment Strategies for Retirement

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

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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Consequences

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

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Annual Review

A lot can happen in the course of a year.

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.

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