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.

Have A Question About This Topic?

Thank you! Oops!

Elder Care

They may not admit it, but as your parents age they might need your financial help.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Investing for Retirement... 1% at a Time

Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.

View all articles

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

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

View all calculators

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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.

View all presentations

Consequences

Make more informed financial decisions with the W&R Wealth Management Site. I can show you how.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

Let’s Look Forward

A lot can happen in the course of a year. The Waddell & Reed Wealth Management Site organizes your financial life

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Rightsizing for Retirement

What does your home really cost?

View all videos