Articles

More than 80% of investors would appreciate having basic, unbiased investor education and information.^1
1 FINRA Investor Education Survey, 2007

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

• Estates & Trusts

  Estate Planning
  Living Trusts
  

  Retirement

  Stretch IRAs
  IRA Rollover
  Roth 401(k)
  Why Purchase Annuities
  1035 Exchanges
  Your Business and Retirement
  Planning Options
  Future of Social Security
  Social Security Income
  Keogh Plans
  Retirement Plan Distributions
  Traditional IRAs
  

  Tax Planning

  Capital Gains Tax
  Estate Tax
  Retirement Plan Limits
  Estate Tax Repeal
  Required Minimum Distributions
  Withdrawing Before Age 59.5
  Tax Deferral
  Tax-Advantaged Investments
  Tax Deductions
  Tax-Advantaged Alternatives
  Tax Strategies for Retirement Plans
  Tax-Free Investments
  

• Investing

  Growth Stocks vs. Value Stocks
  Mutual Fund Taxes
  Bond Ladders
  Diversification
  Mutual Funds vs. Stocks
  Mutual Funds
  Annuities
  Fixed vs. Variable Annuities
  Asset Classes
  College Savings Plans
  College Investment Options
  529 Plans
  

• Cash Management

  Doubling Your Money
  Cash Management Tools
  Managing Cash
  College Financial Aid
  Savings Alternatives
  

  Risk Management

  Why Purchase Life Insurance
  Annuities as an Insurance Product
  Life Insurance for Business Owners
  Types of Life Insurance
  Insuring Your Future
  Long-Term-Care Costs