Waddell & Reed, Minden, Nevada

Jeff Whitaker and Donovan Jackson, Financial Advisors

Virginia Bayne, Advisor Associate

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

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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.

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Required Minimum Distributions

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Car Affordability

How much can you afford to pay for a car?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Target-Date Funds Keep Retirement in Sight

Examine target-date funds and why funds with the same target date are not all the same.

HOT TOPIC: Sequester Under Way

The sequestration (mandated federal budget cuts) could affect you, your community, and the U.S. economy in general.

Orchestrating an Exit

Devising a written business succession plan could ultimately benefit the owner, the owner’s family, and possibly the employees.

Retirement Risks to Consider

The road to a comfortable retirement is full of risks, and they don’t end when you stop working.

More Newsletters →