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Investor Education Center

Have investing questions? Get answers here.

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Are 529 plans the best choice for funding college? 529 education plans offer several general benefits, but also include enough disadvantages that they may not be the best option.
How much is enough for retirement? Guidelines on how much you'll need for retirement
Roth IRA conversion decision not the same for everyone Roth IRAs offer tax-free retirement income and more flexibility than standard IRAs; conversions may, or may not, be best for you.
529 Plans Are college savings plans right for you?
Capital Gains Choose a tax efficient fund.
Rolling over retirement plan assets (4:18) Rolling your retirement plan to a self-directed IRA.
Investment Savings and Distributions Use this calculator to see how long your investment savings can last once you begin taking distributions.

Are 529 plans the best choice for funding college?
529 education plans offer several general benefits, but also include enough disadvantages that they may not be the best option.

How much is enough for retirement?
Guidelines on how much you'll need for retirement

Roth IRA conversion decision not the same for everyone
Roth IRAs offer tax-free retirement income and more flexibility than standard IRAs; conversions may, or may not, be best for you.

529 Plans
Are college savings plans right for you?

Capital Gains
Choose a tax efficient fund.

Rolling over retirement plan assets (4:18)
Rolling your retirement plan to a self-directed IRA.

Investment Savings and Distributions
Use this calculator to see how long your investment savings can last once you begin taking distributions.

Recently Added

Take advantage of 'catch-up' contributions Once you turn 50, 'catch-up' contributions can make a big difference
Variable and fixed annuities defined What, exactly, is a variable annuity? A fixed annuity?
Annuities Vs. Mutual Funds (4:50) Taxes, surrender fees and choices.
Can a fund be too large? Some mutual fund managers are constrained by size.
Who are institutional investors? Why care? They move money and markets, and can affect your investments.
Dr. Kelly Welch, PhD (10:55) Paul Herdtner interviews University of Kansas Professor of Finance Dr. Kelly Welch on how investors evaluate risk.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Take advantage of 'catch-up' contributions
Once you turn 50, 'catch-up' contributions can make a big difference

Variable and fixed annuities defined
What, exactly, is a variable annuity? A fixed annuity?

Annuities Vs. Mutual Funds (4:50)
Taxes, surrender fees and choices.

Can a fund be too large?
Some mutual fund managers are constrained by size.

Who are institutional investors? Why care?
They move money and markets, and can affect your investments.

Dr. Kelly Welch, PhD (10:55)
Paul Herdtner interviews University of Kansas Professor of Finance Dr. Kelly Welch on how investors evaluate risk.

Retirement Income
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

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