Glossary of Investment Terms
Glossary of Investment Terms is a comprehensive resource that includes definitions of key investment terms.
Investment Tools & Tax Guides
2009 Qualified Plan Reference Guide - This is a useful tool for CPAs as it helps explain Qualified Plans, TSAs, IRAs & 457s 2008 tax implications.
2009 Tax Guide - Download your 2009 tax guide including estate taxes, IRA's, Qualified Plans and LTC. Notice: This is a 4 MB file.
Saver's Tax Credit - This notice explains how you may be able to pay less tax by contributing to your company's 401(k) plan.
Investment CalculatorsUsing Retirement Planning Tools on the Internet - Article
Newsletters & Education Articles
Your Financial Future Perspective
Navigating Your Financial Future (1.4M) - Provides highlights for individual investor including the advantages of working with investment professional rather than handling investments your own.
Investor Profile Questionnaire (736k) - An easy-to-use planning tool that helps investors determine risk tolerance and identify the appropriate diversified strategy for reaching their financial goals. The Investor Profile Questionnaire is a single, comprehensive tool designed for use with all LifePoints? and Model Strategies investors.
Market Watch and Websites
Investor Education and Resource Links
Student Investor Education and Resource Links
Retirement Planning Industry Websites
The 401k help center - The 401k Help Center is a comprehensive resource site for retirement plan sponsors, small business owners, and plan participants. This site gathers together significant 401k resources and information from across the Internet and puts it in one place.
403bwise - A site for workers in public education and qualified non-profit organizations to learn about their 403(b) defined contribution retirement plans.
Profit-Sharing/401(k) Council of America - PSCA is a national, non-profit association of 1,200 companies and their 3 million employees. Its site offers news and research findings.
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