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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The SECURE Act was signed into law in December 2019, and some of its provisions may have a significant impact on your...
Knowing the rules may help you decide when to start benefits.
Here are five facts about Social Security that are important to keep in mind.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When to start? Should I continue to work? How can I maximize my benefit?
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
They may not admit it, but as your parents age they might need your financial help.
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.