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End of year tax planning

April 2018 may seem like a long way off, but in tax terms it's already here.

Open enrollment tips

The annual open enrollment period is when employees choose their workplace benefits for the next year. Waddell & Reed Insights has some tips to keep in mind as you renew your benefits this open enrollment season.

The giving season: Six tips for making smart and effective charitable donations this holiday season

The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent.

Getting more than coal?

The year is coming to a close – which, for some, means holiday bonus season. If you’re lucky enough to be receiving an end-of-year bonus from your employer, you might be looking for some tips on how to make the most of it. Here are some humble holiday bonus suggestions.

401(k) Withdrawals: Beware the Penalty Tax

You've probably heard that if you withdraw taxable amounts from your 401(k) or 403(b) plan before age 59½, you may be socked with a 10% early distribution penalty tax on top of the federal income taxes you'll be required to pay.

The return of the 401(k)

Saving for retirement can be tough. Employer-sponsored 401(k) retirement plans can offer a good opportunity to save, with employer contributions jumping from 3.9% of employee salaries in 2015 to 4.7% in 2016. Are you taking full advantage of your workplace retirement benefits?

No kids, no plan? Bad idea.

Often, financial planning – especially estate planning – is focused on children and heirs. But if you have no children, your financial planning needs are different from families with children. What have you and your partner potentially overlooked?

Should I pay off my student loans early or contribute to my workplace 401(k)?

For young adults with college debt, deciding whether to pay off student loans early or contribute to a 401(k) can be tough. It's a financial tug-of-war between digging out from debt today and saving for the future.

Think about maximizing your 2017 IRA contribution

Scrambling to compile your receipts and W-2s in advance of 2018’s federal tax filing deadline? Don’t forget about your IRA

From data breaches to ransomware: How to avoid becoming the victim of a cybercrime

Each time you connect to the Internet – whether at home, at work, or on your smartphone – you risk becoming the victim of a cybercrime. It's the price we pay for living in a digital world. Here are some tips to avoid becoming a victim.

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