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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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Is a Variable Annuity Right for Me?

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

Financial Planning

Financial Planning

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

The Pre-Retirement Checklist

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

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Inflation & Retirement

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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.

Annuity Comparison

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

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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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Women and Retirement

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

Dentist

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

Creative Planning

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Consequences

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

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

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