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 a Required Minimum Distribution?
Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.
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What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.