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.
Planning your financial future is a journey you don’t have to walk alone.
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This checklist can give you a quick snapshot of how prepared you are.
Explore the growing influence women wield over the economy with this handy infographic.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are five facts about Social Security that are important to keep in mind.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
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You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.