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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.

Estates & Trusts

Retirement

  • What Are SEP IRAs?

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

  • What Is a SIMPLE?

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

  • 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.

  • 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.

  • A New Chapter for Retirement

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

  • What Are My Retirement Planning Options?

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

  • Social Security Income

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

  • Retirement Plan Distributions

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

  • 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 401(k) Plan?

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

  • Save Now or Save Later?

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

  • 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

Investing

Cash Management

Risk Management

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