Olivier P Martinez, CFP®

Financial Advisor

2601 Fourth Avenue, Suite 100
Seattle, WA 98121

Mobile (206) 841-2048

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.

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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Family View

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

Social Security beneficiaries get the biggest raise since 20

There will be a 2.8% increase in Social Security benefits in 2019. Ask your advisor about filing strategies.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Investing for Retirement... 1% at a Time

Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.

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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.

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.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream 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.

The Power of Tax-Deferred Growth

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

Rightsizing for Retirement

What does your home really cost?

A Bucket Plan to Go with Your Bucket List

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

Consequences

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

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