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Eighty percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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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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Estates & Trusts
Estate Planning
Charitable Gifts
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
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Wealth Replacement Trusts
Retirement
How Much Do I Need to Save?
A New Chapter for Retirement
SEP IRAs
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Roth 401(k)
Profit-Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Planning Options
Roth IRAs
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Tax Planning
Capital Gains Tax
Estate Tax
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Retirement Plan Limits
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Investing
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Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Zero-Coupon Bonds
Diversification
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Mutual Funds vs. Stocks
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
College Savings Plans
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Cash Management
Money Market Funds
Smart Financing Ideas
Risk Management
Why Purchase Life Insurance
Annuities as an Insurance Product
Property and Casualty Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Income Insurance for Business Owners
Types of Life Insurance
Term Life Insurance
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Assessing Disability Income Insurance
Types of Health Coverage
Evaluating Insurance Companies
Long-Term-Care Needs
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