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.
Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
Have A Question About This Topic?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.
Knowing the rules may help you decide when to start benefits.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Make your retirement as exciting as your next vacation.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?