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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Walk in Our Shoes

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

Featured Presentation

An Inside Look at Retirement Living

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Should You Take Social Security

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

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.

• Articles

  FIRE: Four Things You Need to Know About This Hot Retirement

  Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?

  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.

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

  The Cost of Procrastination

  Don't let procrastination keep you from pursuing your financial dreams and goals.

  What Is a Stretch IRA?

  If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

  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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• Calculators

  Annuity Comparison

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

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

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

  Estimate Your RMD

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

  A Look at Systematic Withdrawals

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

  My Retirement Savings

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

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

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• Presentations

  Retirement Plan Distributions

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

  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

  Financial Planning

  Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

  Rightsizing for Retirement

  What does your home really cost?

  Elder Care

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

  Business Owner

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

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

  Consequences

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

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