Szarka Financial Management : Articles


Home About Us About Szarka Financial Our Team Client Account Access Our Services Financial Education Strategic Partners Careers Szarka News & Suggested Reading 401k SUMMIT - July 9, 2008 Featured Links Tell A Friend Learning Center Articles Calculators Newsletters E-Seminars Glossary Tax Library Market Watch Detailed Quote Symbol Lookup Multi Quote Markets at a Glance Charting Portfolio Contact Us
Articles More than 80% of investors would appreciate having basic, unbiased investor education and information.¹ ¹ FINRA Investor Education Survey, 2007 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. Estates & Trusts Estate Planning Living Trusts Avoiding Probate Charitable Gifts Controlling the Distribution Paying Estate Taxes Gifting Strategies Property Ownership Eliminating the Estate Tax Retirement How Much Do I Need to Save SIMPLE IRAs Stretch IRAs IRA Rollover Roth 401(k) Profit-Sharing Plans Money Purchase Pension Plans 403(b) Plans Why Purchase Annuities Split-Annuity Strategy Annuity Living Benefits Your Business and Retirement Planning Options Social Security Income Retirement Plan Distributions Traditional IRAs 401(k) Plans Managing Retirement Plans Roth IRAs Tax Planning Capital Gains Tax Estate Tax Gift Tax Retirement Plan Limits Estate Tax Repeal Required Minimum Distributions Charitable Trust Tax Benefits Retirement Plan Taxes Withdrawing Before Age 59.5 Tax Deferral Tax-Advantaged Investments Tax Deductions Tax-Advantaged Alternatives Tax Strategies for Retirement Plans Tax-Free Investments Investing Dividends Exchange-Traded Funds Growth Stocks vs. Value Stocks Mutual Fund Taxes Annuity Taxes Common Stock vs. Preferred Stock Diversification Types of Bonds Bonds Bond Ratings Stock Indexes Mutual Funds vs. Stocks Mutual Funds Closed-End Funds Mutual Fund Loads Annuities Fixed vs. Variable Annuities Investment Risks Asset Classes Asset Allocation College Savings Plans Managed Investments Dollar-Cost Averaging 529 Plans Cash Management Cash Management Basics Doubling Your Money Cash Management Tools Money Market Funds Managing Cash Reverse Mortgages Smart Financing Ideas College Financial Aid Savings Alternatives Effects of Inflation Risk Management Why Purchase Life Insurance Annuities as an Insurance Product Property and Casualty Insurance Business Owner Policies Life Insurance for Business Owners Disability Insurance for Business Owners Types of Life Insurance Term Life Insurance Whole Life Insurance Universal Life Insurance Variable Life Insurance Auto Insurance Insurance Claims Maximizing Insurance Benefits Insuring Your Future Protecting Your Home Assessing Disability Insurance Types of Health Care Additional Liability Coverage Evaluating Insurance Companies Long-Term-Care Costs Medicare Coverage
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Investments products and services available only to residents of : Alabama (AL), Arizona (AZ), California (CA), Delaware (DE), Florida (FL), Georgia (GA), Illinois (IL), Kentucky (KY), Massachusetts (MA), Maryland (MD), Minnesota (MN), Missouri (MO), North Carolina (NC), New Jersey (NJ), New Mexico (NM), Nevada (NV), New York (NY), Ohio (OH), Oregon (OR), Pennsylvania (PA), Tennessee (TN), Virginia (VA), Washington (WA), Wisconsin (WI), West Virginia (WV)