We live in a complex and changing world where planning for retirement requires a high level of expertise, access to innovative product offerings and real-time competitive intelligence. Waddell & Reed's Retirement Solutions marry your experience and insight with our tools and services giving you everything you need to address the accumulation and distribution needs of your clients.
Retirement Planning
As a full-service retirement planning provider, Waddell & Reed enables you to bring more to your client relationships with a complete array of integrated and personalized retirement planning services and solutions.
You will be able to recommend appropriate plans to your individual clients customized for their goals, income needs, age, tax situation and more. In addition, you will be positioned to help business owners retain quality employees, attract new talent, impact morale and avail themselves of a myriad of tax advantages by educating them on our wealth of retirement funding options. Products Include:
Individual Plans
- Traditional IRA
- IRA Rollover
- Roth IRA
- Coverdell ESA
EMPLOYER-SPONSORED Plans
- 401(k)
- Simplified Employee Pension (SEP)
- SIMPLE 401(k)
- Profit Sharing
- Money Purchase
- Deferred Compensation
- Defined Benefit
- Target Benefit
OWNER ONLY PLANS
- Exclusive(k)
- Simplified Employee Pension (SEP)
- Keogh Money Purchase
- Keogh Profit Sharing
NON-PROFIT PLANS
- 403(b)
- 401(k)
- Target Benefit
- Simplified Employee Pension (SEP)
- SIMPLE IRA
GOVERNMENT PLANS
- 403(b)
