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!
Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

What Is an Annuity?

What Is an Annuity?

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

Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

What happens if I withdraw money from my tax-deferred invest

Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Gain control of workload with time blocking

I thought you might be interested in reading the latest GPS Practice Insights blog.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

View all articles

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

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

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

Self-Employed Retirement Plans

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

Annuity Comparison

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

My Retirement Savings

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

View all calculators

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

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Executive

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Dentist

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

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.

View all videos