PRG Financial : Articles

Preferred Resource Group
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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 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 Eliminating the Estate Tax Retirement IRA Rollover Roth 401(k) Why Purchase Annuities 1035 Exchanges Planning Options Future of Social Security Social Security Income SEP IRAs Equity-Indexed Annuities Retirement Plan Distributions Traditional IRAs 401(k) Plans Managing Retirement Plans Save Now or Later Roth IRAs Tax Planning Capital Gains Tax Estate Tax Gift Tax Estate Tax Repeal 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 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 Insurance Benefits Insuring Your Future Protecting Your Home Assessing Disability Insurance Types of Health Care Additional Liability Coverage HMOs and PPOs Evaluating Insurance Companies Long-Term-Care Costs Medicare Coverage
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities licensed associates of Preferred Resource Group (PRG) are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Preferred Resource Group (PRG) and NPC are separate and unrelated companies. NPC PRIVACY POLICY