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Welcome to Waddell & Reed - Washington / Alaska

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Supported Independence

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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Be ready for what lies ahead

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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Northwestern WA/ Alaska Market Support Staff

Client Resources

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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