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.
When should you take your Social Security benefit?
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To choose a plan, it’s important to ask yourself four key questions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
It's important to make sure your retirement strategy anticipates health-care expenses.
However exciting retiring abroad may sound, it deserves considerable planning.
Do you know where the idea of “retirement” comes from?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
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 three things to consider before dipping into retirement savings to pay for college.
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
Are you ready for retirement? Here are five words you should consider.
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
A lot can happen in the course of a year. The Waddell & Reed Wealth Management Site organizes your financial life