Let’s Look Forward A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Contents Athlete There’s a lot on the line when managing your finances. I can coach you through the tough decisions. Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit? Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.