Waddell & Reed

Retirement Planning

As a full-service retirement planning provider, Waddell & Reed enables you to bring more to your client relationships with a complete array of integrated and personalized retirement planning services and solutions.

You will be able to recommend appropriate plans to your individual clients customized for their goals, income needs, age, tax situation and more. In addition, you will be positioned to help business owners retain quality employees, attract new talent, impact morale and avail themselves of a myriad of tax advantages by educating them on our wealth of retirement funding options. Products Include:

Individual Plans

  • Traditional IRA
  • IRA Rollover
  • Roth IRA
  • Conversion Roth IRA

EMPLOYER-SPONSORED PLANS

  • 401(k)
  • Roth 401(k)
  • Simplified Employee Pension (SEP)
  • SIMPLE IRA
  • Profit Sharing
  • Money Purchase
  • Deferred Compensation
  • Defined Benefit
  • Target Benefit

SMALL-BUSINESS-OWNER PLANS – OWNER ONLY

  • Exclusive(k)
  • Simplified Employee Pension (SEP)
  • Keogh Money Purchase
  • Keogh Profit Sharing

NON-PROFIT PLANS

  • 403(b)
  • 401(k)
  • Target Benefit
  • Simplified Employee Pension (SEP)
  • SIMPLE IRA
  • Defined Benefit

GOVERNMENT PLANS

  • 401(a)