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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.

Tax Planning

When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?

With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.

Tax Planning

What Tax Deductions Are Still Available to Me?

Changes to the tax code have left a few key deductions for itemizers, like medical, dental and some business expenses.

Tax Planning

How Can I Benefit from Tax-Advantaged Investments?

Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

Risk Management

What Is Property and Casualty Insurance?

Property and casualty insurance can help protect a variety of assets. Find out what it does and doesn’t cover.

Tax Planning

What Is the Capital Gain Tax?

Capital gains are profits realized from the sale of assets; a tax is triggered only when an asset is sold, not held.

Retirement

What Is a 401(k) Plan?

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

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