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.

Have A Question About This Topic?

Thank you! Oops!
Business Owner

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

The Cost of Procrastination

The Cost of Procrastination

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

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

5 Benefits of Working in Retirement

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

How Will Working Affect Social Security Benefits?

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

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

9 Facts About Retirement

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

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Options for an inherited IRA or employer retirement savings

You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.

View all articles

Self-Employed Retirement Plans

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

Annuity Comparison

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

Estimate Your RMD

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

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.

My Retirement Savings

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

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.

Retirement Plan Distributions

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

View all presentations

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Let’s Look Forward

A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

Annual Review

A lot can happen in the course of a year.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

View all videos