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.

Have A Question About This Topic?

Thank you! Oops!
Creative Planning

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Annual Review

Annual Review

A lot can happen in the course of a year.

FIRE: Four Things You Need to Know About This Hot Retirement

Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?

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.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Inflation - Back to the Future

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

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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...

View all articles

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.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

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

View all calculators

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

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.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

A Bucket Plan to Go with Your Bucket List

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

View all videos