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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How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Elder Care

Elder Care

They may not admit it, but as your parents age they might need your financial help.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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.

The Pre-Retirement Checklist

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

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.

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

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

My Retirement Savings

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

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

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.

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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.

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Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.

Rightsizing for Retirement

What does your home really cost?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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