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.

Featured Video

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.

Featured Presentation

Investment Strategies for Retirement

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

Consequences

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

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.

Elder Care

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

• Articles

  Lesser Known Provisions of the SECURE Act

  Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

  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

  Social Security: The Elephant in the Room

  Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

  Split Annuity Strategy

  Here's one strategy that combines two different annuities to generate income and rebuild principal.

  The Pre-Retirement Checklist

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

  How Women Can Prepare For Retirement

  Are women prepared for a 20-year retirement?

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• Calculators

  Annuity Comparison

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

  A Look at Systematic Withdrawals

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

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

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

  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.

  My Retirement Savings

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

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• Presentations

  An Inside Look at Retirement Living

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

  Investment Strategies for Retirement

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

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• Videos

  Athlete

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

  Elder Care

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

  RE: Retirement

  How does your ideal retirement differ from reality, and what can we do to better align the two?

  Rightsizing for Retirement

  What does your home really cost?

  Preparing For the Ultimate Vacation

  Make your retirement as exciting as your next vacation.

  Walk in Our Shoes

  Planning your financial future is a journey you don’t have to walk alone.

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