Articles
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
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What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
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How Can I Control the Distribution of My Estate?
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
Retirement
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What Is an IRA Rollover?
If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.
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What Is a Roth IRA?
Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.
Tax Planning
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What Is a Required Minimum Distribution?
Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.
Investing
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What Are Dividends?
It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.
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What Investment Risks Should I Know About?
Understanding different types of investment risk can help investors manage their money more effectively.