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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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How Much Do I Need to Save?
Many Americans realize the importance of saving for retirement, but …
What Are Annuity Living Benefits?
Many variable annuity contracts offer “living benefit” guarantees. For an …
What Is a Split-Annuity Strategy?
A split-annuity strategy involves purchasing two types of annuity contracts: …
Why Do People Buy Annuities?
Annuities are insurance-based financial vehicles that can provide many benefits sought by retirement-minded investors. …
What Is a 403(b) Plan?
A 403(b) plan is a special tax-deferred retirement savings plan …