Michael Milbee, Financial Advisor

146 Cargill Way Suite A
Hartsville, SC 29550

(843) 332-1687

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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Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Executive

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

When Should You Take Social Security

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

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

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

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

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

Annuity Comparison

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

A Look at Systematic Withdrawals

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

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

Inflation & Retirement

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

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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.

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Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Walk in Our Shoes

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

Business Owner

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

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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