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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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Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Michigan-Wisconsin Support Staff

Client Resources

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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