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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

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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