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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Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Qualified Charitable Distributions:

Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

3 plans every Gen Xer needs to consider before they turn 50

Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.

The Cost of Procrastination

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

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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.

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

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

Annuity Comparison

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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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.

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Creative Planning

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Dentist

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

A Fruitful Retirement: Social Security Benefit

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

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