For Investors: Education Is Key to Protection

Highlights

T+2 is Coming   ©iStockphoto.com/Rawpixel

T+2 is Coming

T+2 isn’t a sci-fi thriller, but it does look to the future. T+2 refers to a new, and shorter, standard settlement cycle for securities transactions. Currently, most securities transactions are settled in three business days, commonly referred to as T+3. Broker-dealers are required to comply with the amended rule beginning September 5, 2017.

Don't Be an April Fool—Required Minimum Distribution Deadline is April 1  ©iStockphoto.com/faustasyan

Don't Be an April Fool—Required Minimum Distribution Deadline is April 1

If you turned age 70½ during 2016, the IRS wants to remind you that in most cases you must start taking required minimum distributions from your Individual Retirement Accounts and workplace retirement plans by Saturday, April 1, 2017.

Prepare to Invest

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Set Your Financial Goals

Know what you want to accomplish with your investments before you invest.

Products and Professionals

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Key Investing Concepts

Learn about a range of investment products and the people who sell them.

Protect Your Money

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Avoid Fraud

Learn to spot and avoid investment fraud.

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