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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.

Retirement

If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Retirement

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

Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

Retirement

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

Retirement

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

Retirement

Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

Retirement

The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

Retirement

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

Retirement

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

Retirement

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

Retirement

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

Retirement

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

Retirement

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

Retirement

Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

Retirement

There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

Retirement

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

Retirement

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Retirement

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

Retirement

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

Retirement

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

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