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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.

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Tax Planning

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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Tax Planning

How Can I Upgrade My Insurance — Tax-Free?

A 1035 exchange allows you to exchange your life insurance policy for one from another company without tax liability.

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Estates & Trusts

How Can a Living Trust Help Me Control My Estate?

A living trust can help control the distribution of your estate upon death.

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Retirement

What Is an IRA Rollover?

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

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Retirement

What Is a Money Purchase Pension Plan?

A money purchase plan is a retirement plan where employer contributions are based on a fixed percentage of compensation.

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