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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

What Is the History of the Federal Estate Tax?

Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

Estates & Trusts

How Can I Benefit from a Charitable Lead Trust?

Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

Tax Planning

What Is the Gift Tax?

The federal gift tax applies to gifts of property or money while the donor is living.

Retirement

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.

Retirement

What Is an Indexed Annuity?

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

Retirement

What Is a Roth IRA?

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

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