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.
Retirement
-
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.
-
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.
-
How Much Do I Need to Save?
Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
-
Retirement Plan Distributions
When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.
-
What Is a 401(k) Plan?
401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.
-
How Should I Manage My Retirement Plan?
Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.