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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Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

What Is an Annuity?

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

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Three Regrets of Retirees

The road to retirement can be challenging, but avoiding the mistakes made by those who have traveled before.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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