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.
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
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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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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?
The SECURE Act and Your Retirement Savings
The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..
What happens if I withdraw money from my tax-deferred invest
Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Nuts and Bolts: How to Roll Over Your Employer Retirement Pl
Whether you are retiring or leaving to take a new job, determining what you will do with your employer-sponsored retirement..
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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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Client
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Business Owner
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Dentist
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Consequences
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.