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.

Featured Video

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Featured Presentation

Investment Strategies for Retirement

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

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 SECURE Act offers new opportunities for individuals and

The SECURE Act was signed into law in December 2019, and some of its provisions may have a significant impact on your...

Dentist

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

• Articles

  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?

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

  Retirement Income and the Traditional Portfolio

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

  9 Facts About Retirement

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

  Investing for Retirement... 1% at a Time

  Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.

  Orchestrating Your Retirement Accounts

  Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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• Calculators

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

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

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

  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.

  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.

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• Presentations

  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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• Videos

  Annual Review

  A lot can happen in the course of a year.

  Walk in Our Shoes

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

  Let’s Look Forward

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

  Elder Care

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

  Executive

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

  Perception vs. Reality

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

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