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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
Charitable Gifts
Controlling the Distribution
Paying Estate Taxes
Property Ownership
History of the Federal Estate Tax
Retirement
How Much Do I Need to Save?
A New Chapter for Retirement
Stretch IRAs
IRA Rollover
Roth 401(k)
403(b) Plans
Why Purchase Annuities
1035 Exchanges
Unforgettable Birthdays
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
Estate Tax
Gift Tax
Required Minimum Distributions
Retirement Plan Taxes
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Mutual Fund Profits
Tax-Free Insurance Upgrades
Investing
Mutual Fund Taxes
Diversification
Stock Indexes
Mutual Funds vs. Stocks
Annuities
Fixed vs. Variable Annuities
Investment Risks
College Savings Plans
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Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Managing Cash
Reverse Mortgages
Risk Management
Why Purchase Life Insurance
Annuities as an Insurance Product
Last-Survivor Life Insurance
Types of Life Insurance
Whole Life Insurance
Insurance Claims
Insuring Your Future
Evaluating Insurance Companies
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