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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
Avoiding Probate
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
Eliminating the Estate Tax
Retirement
How Much Do I Need to Save
A New Chapter for Retirement
SEP IRAs
SIMPLE IRAs
Stretch IRAs
IRA Rollover
Roth 401(k)
Profit-Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Later
Roth IRAs
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Tax Planning
Capital Gains Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Estate Tax Repeal
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax-Advantaged Investments
Tax Deductions
Tax Strategies for Retirement Plans
Mutual Fund Profits
Investing
Dividends
Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Zero-Coupon Bonds
Diversification
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Closed-End Funds
Fixed vs. Variable Annuities
Investment Risks
Asset Allocation
College Savings Plans
College Investment Options
Dollar-Cost Averaging
529 Plans
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Cash Management
Doubling Your Money
Managing Cash
Smart Financing Ideas
College Financial Aid
Effects of Inflation
Risk Management
Why Purchase Life Insurance
Annuities as an Insurance Product
Property and Casualty Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Insurance for Business Owners
Types of Life Insurance
Term Life Insurance
Variable Life Insurance
Maximizing Insurance Benefits
Insuring Your Future
Assessing Disability Insurance
Long-Term-Care Costs
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