Literature Results Page

A projection of everyday costs and life events that one must consider when saving for retirement. Includes the future of health care costs, life expectancy and tips on creating an investment strategy.

Provides an overview of EZ IRA - a payroll deduction IRA program designed to offer a retirement savings plan for all Americans.

Whitepaper explaining the basics of closed-end funds and their potential benefits for investors.

A brochure describing how to contribute to a 529 College Savings Plan by taking advantage of Gift Tax Exclusions.

A guide to understanding Separately Managed Accounts (SMAs). Includes how the accounts work, who can benefit from them, and the difference between an SMA and a mutual fund.

A look at what happens when you pull money out of the market in down periods, and the history of how this has minimized return.

Annual Scholars Choice calendar. A great addition to any office!

A brochure explaining the options available with a lump sum distribution. Compares cash distributions, leaving your money with your current employer's retirement plan, moving assets to your new employer's retirement plan, and moving assets from your current employer's plan to a Rollover IRA.

Explains the advantages of a Simplified Employee Pension (SEP) IRA Plan for small-business employees and self-employed individuals.