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Welcome to Waddell & Reed - Michigan-Wisconsin Complex

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Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Michigan-Wisconsin Support Staff

Client Resources

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.
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