Jim Strauch, Financial Advisor

6830 SW Atlanta Street
Tigard, OR 97223

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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Qualified Charitable Distributions:

Qualified Charitable Distributions:

Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

3 plans every Gen Xer needs to consider before they turn 50

Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.

Social Security: Five Facts You Need to Know

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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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.

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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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Life in a Box

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

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

Rightsizing for Retirement

What does your home really cost?

Let’s Look Forward

A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

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.

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