Roth Vs. Traditional: The Retirement Tax Decision That Could Save You Hundreds Of Thousands Of Dollars
- Forbes
Roth vs. Traditional is a tax‑timing decision: pay tax now or later.
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.
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.
Inflation Is Still Too High — and Here to Stay
- Bloomberg
The US Bureau of Labor Statistics said that the Consumer Price Index fell 0.4% in June, bringing the inflation rate over the past 12 months down to 3.5%. That’s good but not good enough.
What a Cash Flow Statement Really Tells You About a Business
- Entrepreneur Magazine
A company's true financial health can't be judged by profit alone.
6 Things That Drive Us Crazy About Money in America
- The New York Times
For all that’s good about our financial lives, there are distinctly American things that are decidedly suboptimal. Please, can the 1040 fit on a postcard?
Tips for Creating a 529 Plan
- Investopedia
Opening a 529 account can help you save for college and K–12 costs.
Why Most Retirees Rely on Social Security, Not IRAs, for Retirement Income
- Investopedia
A majority of retirees rely on Social Security for income, while just over half draw from an IRA. IRAs represent the biggest share of U.S. retirement assets, but many use these accounts to supplement—not replace—income. Most IRA holders wait years to tap their accounts, often delaying withdrawals until required distributions begin.