Let’s Look Forward A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life. Share | Have A Question About This Topic? Address Thank you! Oops! Related Contents Annual Review A lot can happen in the course of a year. Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.