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.
Here are five facts about Social Security that might surprise you.
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Lifestyle considerations in creating your retirement portfolio.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This checklist can give you a quick snapshot of how prepared you are.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.