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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here are five facts about Social Security that are important to keep in mind.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Lifestyle considerations in creating your retirement portfolio.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The road to retirement can be challenging, but avoiding the mistakes made by those who have traveled before.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
They may not admit it, but as your parents age they might need your financial help.
A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.