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.
Dentist
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Have A Question About This Topic?
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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..
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
View all articles
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
View all calculators
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.
View all presentations
Let’s Look Forward
A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Elder Care
They may not admit it, but as your parents age they might need your financial help.
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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.