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.
There are three things to consider before dipping into retirement savings to pay for college.
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Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
There’s a lot of retirement advice out there, but what do retirees have to say about it?
Regardless of how you approach retirement, there are some things about it that might surprise you.
Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty
You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.