Let’s Look Forward A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Contents Business Planning Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch. When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.