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
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax
Retirement
IRA Rollover
Roth 401(k)
Why Purchase Annuities
1035 Exchanges
Planning Options
Future of Social Security
Social Security Income
Equity-Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Save Later
Roth IRAs
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Tax Planning
Capital Gains Tax
Estate Tax
Gift Tax
Required Minimum Distributions
Charitable Trust Tax Benefits
Withdrawing Before Age 59.5
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Tax Strategies for Retirement Plans
Tax-Free Insurance Upgrades
Investing
Diversification
Stock Indexes
Annuities
Fixed vs. Variable Annuities
College Savings Plans
College Investment Options
Dollar-Cost Averaging
529 Plans
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Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Money Market Funds
Reverse Mortgages
College Financial Aid
Savings Alternatives
Effects of Inflation
Home Equity Loans
Risk Management
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life 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
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