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.
Annual Review
A lot can happen in the course of a year.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
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.
Consequences
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.