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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Knowing the rules may help you decide when to start benefits.
As health care progresses, people are living longer, which means your retirement could last 30 years or more. Are you financially prepared? Regardless of your age or retirement goals, the best time to start saving is now. Call me to discuss the steps you can take to establish your nest egg.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Explore the growing influence women wield over the economy with this handy infographic.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
For women, retirement strategy is a long race. It’s helpful to know the route.
There are three things to consider before dipping into retirement savings to pay for college.
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.