Estates & Trusts

  • What Key Estate Planning Tools Should I Know About?
  • How Can a Living Trust Help Me Control My Estate?
  • What Are the Pitfalls of Probate?
  • How Can My Gift Benefit Me and the Charity?
  • How Can I Build and Preserve My Estate?
  • How Can I Control the Distribution of My Estate?
  • How Will I Pay Estate Taxes?
  • Can I Benefit from an A-B Trust?
  • What Gifting Strategies Are Available to Me?
  • How Can I Benefit from a Charitable Lead Trust?
  • How Can I Benefit from a Charitable Remainder Trust?
  • How Can I Benefit from a Wealth Replacement Trust?
  • Could My Family Benefit from a Family Limited Partnership?
  • What Is the Best Form of Property Ownership for Me?
  • History of the Federal Estate Tax

    Retirement

  • What Are SEP IRAs?
  • What Is a SIMPLE?
  • What Is an IRA Rollover?
  • What Is a Roth 401(k)?
  • Profit-Sharing Plans
  • Money Purchase Pension Plans
  • What Is a 403(b) Plan?
  • Why Do People Buy Annuities?
  • Split-Annuity Strategy
  • Annuity Living Benefits
  • How Much Do I Need to Save?
  • A New Chapter for Retirement
  • What Is a 1035 Exchange?
  • Unforgettable Birthdays
  • Don’t Bank Your Retirement on Your Business
  • What Are My Retirement Planning Options?
  • Will Social Security Retire Before You Do?
  • Social Security Income
  • What Is a Self-Employed Retirement Plan?
  • Indexed Annuities
  • Retirement Plan Distributions
  • What Is a Traditional IRA?
  • What Is a 401(k) Plan?
  • How Should I Manage My Retirement Plan?
  • Save Now or Save Later?
  • What Is a Roth IRA?

    Tax Planning

  • What Is the Capital Gain Tax?
  • What Is the Estate Tax?
  • What Is the Gift Tax?
  • How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
  • What Is a Required Minimum Distribution?
  • What Are the Tax Benefits of Charitable Trusts?
  • When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
  • What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
  • What Is Tax Deferral?
  • How Can I Benefit from Tax-Advantaged Investments?
  • What Tax Deductions Are Still Available to Me?
  • What Tax-Advantaged Alternatives Do I Have?
  • What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
  • Is There Such a Thing as a Tax-Free Investment?
  • How Can I Keep More of My Mutual Fund Profits?
  • How Can I Upgrade My Insurance — Tax-Free?
  • United States Tax History

    Investing

  • What Are Dividends?
  • What Is an Exchange-Traded Fund?
  • Growth Stocks vs. Value Stocks
  • How Are Mutual Funds Taxed?
  • What Is Stock?
  • Zero-Coupon Bonds
  • What Is Diversification?
  • What Types of Bonds Are Available?
  • What Is a Bond?
  • What Do Bond Ratings Mean?
  • What Is a Stock Index?
  • How Do Mutual Funds and Stocks Differ?
  • What Is a Mutual Fund?
  • What Is a Closed-End Fund?
  • What Is a Mutual Fund Load?
  • What Is an Annuity?
  • What Is the Difference Between a Fixed Annuity and a Variable Annuity?
  • What Investment Risks Should I Know About?
  • What Are the Different Classes of Assets?
  • What Is Asset Allocation?
  • How Can I Save for My Child’s College Education?
  • What College Investment Options Do I Have?
  • What Stock and Bond Investing Alternatives Do I Have?
  • What Is Dollar-Cost Averaging?
  • 529 Lesson Plan: High Scores for 529 College Savings Program

    Cash Management

  • What Are Some Tips for Managing My Money?
  • How Long Will It Take to Double My Money?
  • What Cash Management Tools Are Available?
  • How Do Money Market Mutual Funds Work?
  • How Can I Better Manage My Short-Term Cash?
  • What Advantages Does a Biweekly Mortgage Offer?
  • What Is a Reverse Mortgage?
  • What Are Some Smart Ways to Refinance?
  • What About Financial Aid for College?
  • What Savings Alternatives Are Available?
  • How Does Inflation Affect Me?
  • Is a Home Equity Loan or Line of Credit Right for Me?

    Risk Management

  • Why Purchase Life Insurance?
  • Why Are Annuities Considered an Insurance Product?
  • What Is Property and Casualty Insurance?
  • Do I Need a Business Owner Policy?
  • Life Insurance for Business Owners
  • Split-Dollar Life Insurance
  • Last-Survivor Life Insurance
  • Disability Income Insurance for Business Owners
  • What Is Term Life Insurance?
  • What Is Whole Life Insurance?
  • What Is Universal Life Insurance?
  • What Is Variable Life Insurance?
  • What Are the Main Types of Auto Insurance?
  • Making a Property Insurance Claim
  • How Can You Maximizing Your Insurance Benefits?
  • How Can You Insure Your Future?
  • How Can You Protect Your Home?
  • Do I Need Disability Income Insurance?
  • What Types of Health Coverage Are Available?
  • How Can I Extend My Liability Coverage?
  • What Is the Difference Between an HMO and a PPO?
  • How Can I Determine the Financial Strength of My Insurance Company?
  • Am I Prepared for Long-Term Care Expenses?
  • What Does Medicare Cover?
  • How Likely Am I to Need Long-Term Care?
  • What Are the Basic Types of Life Insurance?