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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Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Financial Planning

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

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

5 Benefits of Working in Retirement

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

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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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.

Estimate Your RMD

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

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

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

A Look at Systematic Withdrawals

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

Self-Employed Retirement Plans

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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.

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Creative Planning

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

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Social Security: By the Numbers

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

Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.

RE: Retirement

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

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