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.

Have A Question About This Topic?

Thank you! Oops!

Elder Care

They may not admit it, but as your parents age they might need your financial help.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

View all articles

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

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations

Creative Planning

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Business Owner

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

View all videos