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 growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The SECURE Act was signed into law in December 2019, and some of its provisions may have a significant impact on your...
For many, retirement includes contributing their time and talents to an organization in need.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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).
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.
What does your home really cost?
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
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. Waddell & Reed WealthLink organizes your financial life.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.