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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Creative Planning

Creative Planning

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

New Spending Package Includes Sweeping Retirement Plan Chang

New Spending Package Includes Sweeping Retirement Plan Chang

The SECURE Act was signed into law in December 2019, and many of the provisions offer enhanced opportunities for...

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.

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.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

What happens if I withdraw money from my tax-deferred invest

Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty

New Spending Package Includes Sweeping Retirement Plan Chang

The SECURE Act was signed into law in December 2019, and many of the provisions offer enhanced opportunities for...

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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.

A Look at Systematic Withdrawals

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

My Retirement Savings

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

Annuity Comparison

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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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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Rightsizing for Retirement

What does your home really cost?

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Financial Planning

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Let’s Look Forward

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

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