Let’s Look Forward A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Contents Business Planning Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch. Options for an inherited IRA or employer retirement savings You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations. Annual Review A lot can happen in the course of a year.