Articles
Seventy-six percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2011 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling
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
Charitable Gifts
Controlling the Distribution
Paying Estate Taxes
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
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Retirement
Planning Options
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 Save Later
Roth IRAs
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Tax Planning
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Tax Strategies for Retirement Plans
Tax-Free Investments
Mutual Fund Profits
Tax-Free Insurance Upgrades
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