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.
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
Have A Question About This Topic?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
To choose a plan, it’s important to ask yourself four key questions.
There are things about Social Security that might surprise you.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
Taking your Social Security benefits at the right time may help maximize your benefit.
A lot can happen in the course of a year.
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.