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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Executive

Executive

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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Dentist

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

Retirement Traps to Avoid

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3 plans every Gen Xer needs to consider before they turn 50

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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 Pre-Retirement Checklist

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

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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.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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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.

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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Social Security: By the Numbers

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

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

Annual Review

A lot can happen in the course of a year.

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

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