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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If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Lifestyle considerations in creating your retirement portfolio.
Here are five facts about Social Security that are important to keep in mind.
Back-to-school season is in full swing. Do your kids have everything they need for the classroom?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
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.
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 a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
They may not admit it, but as your parents age they might need your financial help.
Planning your financial future is a journey you don’t have to walk alone.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
A lot can happen in the course of a year. The Waddell & Reed Wealth Management Site organizes your financial life