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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Calculating your potential Social Security benefit is a three-step process.
Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Knowing the rules may help you decide when to start benefits.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
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.
There are three things to consider before dipping into retirement savings to pay for college.
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Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.