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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 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.

  • What Are Annuity Living Benefits?

    Living benefits can help protect variable annuity owners from running out of money in retirement.

  • What Is a 1035 Exchange?

    A Section 1035 exchange is a tax-free exchange of an existing annuity contract or life insurance policy for a new one.

  • Social Security Income

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

  • How Should I Manage My Retirement Plan?

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

  • 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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Check the background of this financial professional on FINRA's BrokerCheck