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- Financial Planning
- Mutual Funds
Financial PlanningAt Waddell & Reed, we believe that financial planning is a highly personal process. Our financial advisors utilize a personal inventory process to help you identify and prioritize the financial goals that are unique to your situation. Your Waddell & Reed advisor can help you develop a plan that...
Retirement PlanningIf both you and your spouse participate in an employer-sponsored retirement plan, you should be aware of each plan's characteristics. Review each plan together carefully and determine which plan provides the best benefits. If you can afford it, you should each participate to the maximum in your own plan. If your current cash flow is limited, you can make one plan the focus of your retirement strategy. Here are some helpful tips...
Asset ManagementAbove all, whether building a personalized asset allocation model or creating income distribution strategies, everything we do is executed within the context of a well-thought-out financial plan specifically designed to fit your individual needs.
College FundingThere are two types of 529 plans--college savings plans and prepaid tuition plans. Though each is governed under Section 529 of the Internal Revenue Code (hence the name "529" plans), college savings plans and prepaid tuition plans are very different college savings vehicles. There are typically fees associated with opening and maintaining each type of account.
Wealth ManagementPrevious experience includes: Chief Executive Officer, First Investors Advisory Services, LLC; President, First Investors Management Company; executive roles at UBS Wealth Management and New York Life Investment Management
Investment ManagementWaddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Funds, Ivy Funds Variable Insurance Portfolios and Waddell & Reed InvestEd Portfolios.
Mutual FundsMutual fund account holders contact us at 1-888-923-3355 (WADDELL). Automated account access and fund information are available 24 hours a day. Client service representatives are available Monday through Friday from 7:30 a.m. to 7:00 p.m. CST.
Real Estate TaxesIndirect expenses are costs that benefit your entire home. You can deduct only the business portion of your indirect expenses. Some examples of indirect costs include rent, deductible mortgage interest, real estate taxes, and homeowners insurance. The business percentage of your home is determined by dividing the area exclusively used for business by the total area of the home. For example, assume your home is 2,000 square feet and your home office is 200 square feet. Your business percentage is 10 percent (200 divided by 2,000). In such a case, if you rent your home, you can deduct 10 percent of your rent as part of your home office deduction.
Tax DeductionsState tax advantages: Many states offer income tax incentives for state residents, such as a tax deduction for contributions or a tax exemption for qualified withdrawals. However, be aware that some states limit their tax deduction to contributions made to the in-state 529 plan only.
Income TaxWorking from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are discovering the tax advantages as well. It's no secret that you generally can't deduct certain personal expenses (e.g., homeowners insurance, utilities, and home repairs) on your federal income tax return. But if you're using part of your home as a home office, you may be able to write off part of these expenses. To qualify for the home office deduction, you must first understand the IRS requirements.
Capital Gains TaxesLong-term capital gain distributions,, which are the net long-term gains realized from the sale of securities. Capital gain distributions come from long-term gains resulting from the sale of securities held for more than one year and are taxed at long-term capital gains tax rates.
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