Business Planning Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Contents Creative Planning Turn insight into action with Waddell & Reed WealthLink’s creative planning tools. What's So Great About a Rollover? Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.