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.
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
3 plans every Gen Xer needs to consider before they turn 50
Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.
Annual Review
A lot can happen in the course of a year.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
3 plans every Gen Xer needs to consider before they turn 50
Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.
Options for an inherited IRA or employer retirement savings
You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Let’s Look Forward
A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.