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1035 exchange

9/18/2004
Allows an investor to move money to another annuity company without tax implications

12b-1 Fee

11/15/2003
Fee paid to the fund manager for managing the fund.

Actively Managed 401(k)

1/24/2004
Evaluating fees to manage a 401(k) account.

Age of Liquidity

8/16/2003
The age an investor moves from a focus on growth.

Annuities Versus Mutual Funds

4/24/2004
Taxes, surrender fees and choices.

Changing Advisors

5/31/2003
Factors to consider when looking for a new investment advisor.

Charitable Annuity

6/17/2006
A comparison of a Charitable Annuity and a Charitable Remainder Trust.

Charitable Foundations

7/26/2003
Interview with Laura McKnight, Greater Kansas City Community Foundation

Charitable Remainder Trust

6/17/2006
A comparison of a Charitable Remainder Trust and a Charitable Annuity.

Equity Index Annuities

12/6/2003
Information on equity index annuities.

First Command Financial Planning

8/16/2003
Commentary on a company selling financial products to the military.

IRA Rollover

5/3/2003
Rolling your IRA to a self-directed IRA.

Redemption Strategy for Income

5/17/2003
Developing a distribution strategy for retirement.

Selecting an Advisor

7/31/2004
Considerations when choosing an investment advisor.

Thrift Savings Plan

5/17/2003
A retirement fund for federal employees, similar to a 401(k) plan.

Variable Annuities

4/5/2003
Information on variable annuties.

Variable Annuities' Guaranteed Returns

11/22/2003
Information on variable annuties.