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.

 
 
 
Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The SECURE Act offers new opportunities for individuals and

The SECURE Act offers new opportunities for individuals and

The SECURE Act was signed into law in December 2019, and some of its provisions may have a significant impact on your...

Consequences

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Gain control of workload with time blocking

I thought you might be interested in reading the latest GPS Practice Insights blog.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Nuts and Bolts: How to Roll Over Your Employer Retirement Pl

Whether you are retiring or leaving to take a new job, determining what you will do with your employer-sponsored retirement..

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

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

A Look at Systematic Withdrawals

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

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

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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.

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A Bucket Plan to Go with Your Bucket List

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.

Business Owner

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

Elder Care

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

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