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9 Facts About Social Security

Social Security has been around since 1935… but what do you really know about it? Here are nine things about Social Security that might surprise you.

Standard deductions after tax day

Are you getting ready for April 15, 2019? That’s when the first taxes owed under the Tax Cuts and Jobs Act of 2017 are due. Here’s what you need to know about the standard and itemized deductions you’ll be able to take come April 2019.

Four points to consider when setting a retirement income goal

Have you thought about how much monthly income you’ll need to retire comfortably? If not, you’ll want to consider these four questions as you set your retirement income goals.

Myth busting: Life insurance for younger generations

September is Life Insurance Awareness Month. Here are four reasons why purchasing a life insurance policy is smart and reasonable at any age.

Four tips for downsizing in retirement

Moving to a smaller home in retirement – or downsizing – could be a savvy financial move if you haven't reached your retirement savings goals. Learn more from Waddell & Reed Insights.

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.

Five things to know about 529 plans

It doesn’t matter if your child is still learning to count or deriving equations with ease, there’s no better time to get started saving for his or her college education than right now.

Tax Cuts and Jobs Act: 529 Plans Expanded

The recent tax reform may affect your plans to save for college. Learn how a new definition of “qualified education expenses” changes what education costs a 529 plan can cover.

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.

The maximum 401(k) contribution is going up

The Internal Revenue Service (IRS) announced it is increasing the amount you can contribute to your workplace retirement plan. The contribution limit for retirement savings accounts, including 401(k), 403(b) and the majority of 457 plans, has increased to $18,500 from $18,000.