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Decoding financial advisor certifications

Confused about what seem like secret codes following the names of financial professionals? We’ve decoded some of the most common financial certifications and the expertise that each represents.

The giving season: Six tips for making smart and effective charitable donations this holiday season

The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent.

IRA and Retirement Plan Limits for 2017

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2017 is $5,500 (or 100% of your earned income, if less), unchanged from 2016.

Ten Year End Tax Tips for 2016

The end of the year is coming – which means the time to consider strategies to reduce your tax burden is now. Check out the latest Waddell & Reed Insights for 10 tips to get your taxes in shape before December 31st

Plan For All Seasons

Everyone knows the four calendar-based seasons, but the four financial seasons – accumulation, pre-retirement, retirement and legacy – may not be as widely recognized. Do you know which season you are in?

Do you need disability income insurance?

People ordinarily buy property and casualty insurance to protect their possessions (houses, cars, and furniture) and life insurance to provide income for their survivors. However, many people don't think about protecting their income with disability income insurance. But how well could you live if you weren't able to work?

Six potential 401(k) rollover pitfalls

You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble free, there are some pitfalls you'll want to avoid.

Understanding the Net Investment Income tax

It's been around since 2013, but many are still struggling to come to grips with the net investment income tax. Here's what you need to know.

Wealth due to inheritance

If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited. You'll need to evaluate your new financial position, learn to manage your sizable assets, and consider the tax consequences of your inheritance, among other issues.

IRA Rollover: 10 tips to making a sound decision

If you are considering rolling over money from an employer plan into an IRA—or if you have been in contact with a financial professional to do so—follow these tips to decide whether an IRA rollover is right for you.

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