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.
Retirement
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What Is a SEP IRA?
A SEP IRA is a type of plan under which the employer contributes (up to a certain limit) to an employee’s IRA.
Tax Planning
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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Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.
Investing
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How Are Growth and Value Stocks Different?
The labels growth and value reflect different approaches that can be used when making investment decisions.
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How Can I Save for My Child’s College Education?
There are several funding methods for a child's college education including mutual funds and Section 529 plans.