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Newsletter

• March
  Tax Breaks for College Costs
  What Is the Roth IRA Five-Year Rule?
  Chasing Performance vs. Diversification
  Tax Tips on Capital Gains
  LLCs: Hybrid Structure May Offer Best of Both Worlds
  HOT TOPIC: Automating the American Workforce
• February
  Options for Inherited IRAs
  How Long Should You Keep Financial Records?
  Why Hold Money Market Mutual Funds?
  Settling an Estate
  Disaster Insurance Can Help Your Company Stay Afloat
  HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
• April
  Is It Wise to Trade Your Pension for a Lump Sum?
  Factor-Based Investing
  Real Estate Markets on the Mend
  Cash Balance Plans Can Help Supercharge Retirement Savings
  Are UITs for You?
• May
  Mutual Benefits: Funds to Pursue Your Goals
  The State of Social Security
  Use Sense with Student Loans
  Advance Medical and Legal Directives
  Consider Taxation When Setting Compensation
  HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch

Articles

• Risk Management
  Insuring Your Future
  Term Life Insurance
  Whole Life Insurance
  Universal Life Insurance
  Variable Life Insurance
  Protecting Your Home
  Why Purchase Life Insurance
  Split-Dollar Life Insurance
  Life Insurance for Business Owners
  Business Owner Policies
  Property and Casualty Insurance
  Disability Income Insurance for Business Owners
  Assessing Disability Income Insurance
  Last-Survivor Life Insurance
  Maximizing Your Insurance Benefits
  HMOs and PPOs
  Medicare Coverage
  Long-Term Care Costs
  Auto Insurance
  Additional Liability Coverage
  Evaluating Insurance Companies
  Types of Health Coverage
  Insurance Claims
• Investing
  Asset Classes
  Investment Risks
  529 Plans
  College Investment Options
  Dollar-Cost Averaging
  Asset Allocation
  Bond Ratings
  Stock Indexes
  Types of Bonds
  Bonds
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deferral
  Tax Deductions
  Tax-Advantaged Alternatives
  Tax-Free Investments
• Estates & Trusts
  Paying Estate Taxes
  Avoiding Probate
  Charitable Remainder Trusts
  Property Ownership
  Estate Planning
  History of the Federal Estate Tax
  Wealth Replacement Trusts
  Family Limited Partnerships
  Benefits of A-B Trusts
  Gifting Strategies
  Charitable Lead Trusts
  Controlling the Distribution
  Charitable Giving
  Living Trusts
• Retirement
  Planning Options
  Self-Employed Retirement Plans
  Traditional IRAs
  Roth IRAs
  Save Now or Save Later
  401(k) Plans
  Managing Retirement Plans
  Indexed Annuities
  Retirement Plan Distributions
  Future of Social Security
  Social Security Income

Resources

Tax Library

Videos

• Going Public: Investing in IPOs
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• Bringing Up Baby
• What Is An Annuity?