Mark Burns, a Financial Advisor in Bellevue, WA

Mark Burns, CMFC
Financial Advisor
Bellevue, WA

Waddell & Reed, Inc. - Investing. With a Plan.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, research and more.   Feel free to use these trusted tools and do not hesitate to contact us with questions.  All inquiries are treated in a professional and confidential manner.

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Calculators

Roth IRA Conversion

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

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

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