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 categories below or browse our full collection of articles.

Retirement

What Does the Changing Pension Landscape Mean for Retirement?

With the changing pension landscape, it is important to take charge of your own retirement security.

Retirement

What Is a 1035 Exchange?

A Section 1035 exchange is a tax-free exchange of an existing annuity contract or life insurance policy for a new one.

Retirement

Unforgettable Birthdays

There are key dates after you turn 59½ that can impact your taxes, Medicare eligibility, and retirement benefits.

Retirement

What Is a Profit-Sharing Plan?

Profit-sharing plans give employees a share in the profits of a company and can help to fund their retirements.

Retirement

What Is a Money Purchase Pension Plan?

A money purchase plan is a retirement plan where employer contributions are based on a fixed percentage of compensation.

Retirement

What Is a 403(b) Plan?

A 403(b) plan is a tax-deferred retirement savings plan that can only be offered by a 501(c)(3) tax-exempt entity.

Retirement

Why Do People Buy Annuities?

Annuities, an insurance-based financial vehicle, can provide many benefits that retirement investors might want.

Retirement

What Is a Split-Annuity Strategy?

A split-annuity strategy can generate immediate income while potentially stretching some retirement savings.

Estates & Trusts

What Is the History of the Federal Estate Tax?

Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

Retirement

What Is a SEP IRA?

A SEP IRA is a type of plan under which the employer contributes (up to a certain limit) to an employee’s IRA.

Retirement

What Is a SIMPLE?

The SIMPLE plan may appeal to small business owners as it is easy to set up, administer, and allows for a tax deduction.

Retirement

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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