Why Waddell & Reed?
Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.
Texas Support Team
Be ready for what lies ahead
Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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The SECURE Act and Your Retirement Savings
The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..
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