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.
Executive
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Have A Question About This Topic?
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
View all articles
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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.
View all presentations
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Consequences
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
Executive
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?