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 lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
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Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Why are 401(k) plans, annuities, and IRAs so popular?
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
A lot can happen in the course of a year.
There are three things to consider before dipping into retirement savings to pay for college.