Waddell & Reed, Inc.
Investing. With A Plan.®

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and more.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Phasing Out…or Practice Makes Perfect

Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.

Disaster Insurance Can Help Your Company Stay Afloat

It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.

PPO or HDHP? Making Health Insurance Choices

The similarities and differences between an HDHP and a PPO plan and contribution limits for health savings accounts.

Going Public

A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

More Newsletters →