reference guide
Common Charitable Giving Vehicles
Donor advised funds, charitable trusts, and gift annuities each work differently. See a plain-language comparison.
Free PDF downloadCommon Types of Annuity Products
Income annuities, MYGAs, and variable annuities each work differently. See a plain-language comparison.
Free PDF download
Common Types of Life Insurance Policies
Term, whole, and universal life policies each work differently. See a plain-language comparison.
Free PDF downloadA Guide to Common Types of Trusts
From revocable living trusts to SLATs, each trust type serves a different goal. See a plain-language comparison.
Free PDF download
What Charitable Gifts Are Tax Deductible?
Deduction limits differ by asset type. See how cash, appreciated property, and QCDs are treated.
Free PDF downloadThe Building Blocks of an Estate Plan
Wills, powers of attorney, and trusts each serve a different purpose. See how the core estate planning documents fit together.
Free PDF downloadComparing Home Equity Options
HELOCs, home equity loans, and cash-out refinances work differently. See how they compare.
Free PDF downloadImportant Financial Dates to Know
Tax and financial deadlines are easy to lose track of. See the key dates for individuals and business owners.
Free PDF downloadImportant Financial Milestones by Age
From catch-up contributions to RMDs, several financial rules kick in at specific ages. See the key milestones.
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2026 Important Tax and Retirement Numbers
Tax brackets, contribution limits, and deduction amounts change every year. See the key 2026 numbers in one place.
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Comparing Long-Term Care Insurance Products
Traditional LTC, hybrid policies, and riders each cover long-term care differently. See how they compare.
Free PDF downloadPension Plan Options for Small Business Owners
Defined benefit and cash balance plans can allow larger contributions than typical retirement accounts. See how they compare.
Free PDF downloadRetirement Plan Options for Small Business Owners
Solo 401(k), SEP IRA, SIMPLE IRA, and more. See how common small business retirement plans compare.
Free PDF downloadUnderstanding RMD Tables
RMD tables determine how much you're required to withdraw each year. See how the Uniform Lifetime and Joint Life tables work.
Free PDF downloadComparing Savings Accounts for Children
UTMA/UGMA, 529 plans, and other accounts each come with different rules. See how they compare.
Free PDF download