Waddell & Reed - Rochester, MN

Waddell & Reed, Inc. - Rochester, Minnesota

Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators,and more.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

To Roth or Not to Roth: That’s the Conversion Question

Some of the pros and cons of converting a traditional IRA to a Roth IRA are discussed.

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

More Newsletters →