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

Retirement

  • What Is an IRA Rollover?

    If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

  • What Is a Roth 401(k)?

    A Roth 401(k) is funded with after-tax money, and allows for tax- and penalty-free withdrawal of earnings if requirements are met.

  • Indexed Annuities

    An indexed annuity may provide some upside potential and downside protection.

  • What Is a Traditional IRA?

    If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

  • 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