Supported Independence
Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.
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.
Texas Support Team
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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