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.
Executive
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have A Question About This Topic?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
FIRE: Four Things You Need to Know About This Hot Retirement
Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?
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?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
View all articles
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
View all calculators
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.
View all presentations
Walk in Our Shoes
Planning your financial future is a journey you don’t have to walk alone.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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.
Annual Review
A lot can happen in the course of a year.
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
Let’s Look Forward
A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos