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.
Tax Planning
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What Is the Estate Tax?
Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.
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What Is the Gift Tax?
The federal gift tax applies to gifts of property or money while the donor is living.
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How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.
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What Is a Required Minimum Distribution?
Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.
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What Are the Tax Benefits of Charitable Trusts?
For the grantor, there are a few potential tax benefits that can come with setting up a charitable trust.
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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With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.
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How Can I Keep More of My Mutual Fund Profits?
Want to keep more of your mutual fund profits? You may be interested in strategies to help lower your tax liability.
Investing
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What Is an Annuity?
An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.