Michael D. Von Berg
Owner/Financial Advisor

5304 South Florida Avenue, Suite 400-B
Lakeland, FL 33813

(321) 203-7363

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!
18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Annual Review

Annual Review

A lot can happen in the course of a year.

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.

Five Retirement Lessons from Today's Retirees

There’s a lot of retirement advice out there, but what do retirees have to say about it?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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

Options for an inherited IRA or employer retirement savings

You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

View all articles

Inflation & Retirement

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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

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

Self-Employed Retirement Plans

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

Saving for Retirement

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

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

Financial Planning

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

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.

Consequences

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

View all videos