Articles
Eighty percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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.
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Estates & Trusts
Estate Planning
Living Trusts
Avoiding Probate
Charitable Gifts
Controlling the Distribution
Paying Estate Taxes
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax
Retirement
Stretch IRAs
IRA Rollover
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions
401(k) Plans
Save Now or Save Later
Roth IRAs
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Tax Planning
Capital Gains Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax Deductions
Tax Strategies for Retirement Plans
Investing
Diversification
Bond Ratings
Stock Indexes
Mutual Funds vs. Stocks
Closed-End Funds
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
College Investment Options
Stock and Bond Alternatives
529 Plans
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Risk Management
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Auto Insurance
Insurance Claims
Maximizing Your Insurance Benefits
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
Contact Info
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