iMoney

One survey found that 45% of current retirees had to retire earlier than they expected.1
Source: 1) Employee Benefit Research Institute, 2011

Some of the best financial concepts are learned in small, bite-size pieces.

Our library of iMoney ideas is built on the concept that short lessons can teach a lot about personal finance. Click on one of the items below and watch a quick movie that will show a financial concept.

Inside an Annuity
Immediate or deferred: There's no right answer
The Retirement Income Factor
How much money will you bring to retirement?
American Tax Burden
Are you concerned about your tax situation?
What Does Your Tax Return Say About You?
Your return may reveal how you are managing your tax burden.
What Is Investment Risk?
How different types of risks can adversely affect your investments
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to them, regardless of instructions in a will.