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.
Tax Planning
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What Is the Estate Tax?
Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.
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How Can I Benefit from Tax-Advantaged Investments?
Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.
Investing
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529 Lesson Plan: High Scores for 529 Plans
529 plans are tax-advantaged savings plans that generally allow people of any income level to contribute.