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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If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This checklist can give you a quick snapshot of how prepared you are.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
When should you take your Social Security benefit?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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