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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Calculating your potential Social Security benefit is a three-step process.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
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.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
A bucket plan can help you be better prepared for a comfortable retirement.
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Taking your Social Security benefits at the right time may help maximize your benefit.