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.

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Let’s Look Forward

Let’s Look Forward

A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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..

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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.

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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).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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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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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Annual Review

A lot can happen in the course of a year.

Let’s Look Forward

A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

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