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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.

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Retirement

What Is a Traditional IRA?

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

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Tax Planning

What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan

Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.

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Investing

How Are Common and Preferred Stocks Different?

It's important to understand the strengths and weaknesses of common stock versus preferred stock.

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Risk Management

What Is Disability Income Insurance for Business Owners?

As a business owner, a disability can create an economic hardship putting both your personal finances and business at risk.

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Retirement

What Are My Retirement Plan Distribution Options?

When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

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Risk Management

What Is Term Life Insurance?

Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

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