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.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have A Question About This Topic?
Client
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
3 plans every Gen Xer needs to consider before they turn 50
Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
View all articles
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Creative Planning
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Client
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
Annual Review
A lot can happen in the course of a year.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?