Content Development

Successful communication with your customers and staff is a critical ingredient for the success of your business.

With retirement plans, a successful communications program involves explaining the rules and regulations, as well as the features and benefits in a simple format; so that they can be understood by any individual, including those who do not practice in the retirement plans field. Our articles not only satisfy this need, but they help your customers understand why they need to have financial professionals manage their retirement assets and retirement-planning needs.

Choose from our available list of articles, or have us prepare content customized according to your specifications.

Prepared pieces include articles on the following topics:

IRAs

• Traditional IRAs- The Gateway to A Financially Secured Retirement . A discussion on Traditional IRAs, its features and benefits, contribution limits, deductibility and distribution rules
• Roth IRAs- The Way to Tax-free Savings . A discussion on Roth  IRAs, with a focus on how distributions can be tax-free  
• Traditional or Roth IRA- Which is Right for You ? A comparison of Roth and Traditional IRAs and the features and benefits that would help to affect an individual’s choice between both

Employer Plans

• SEP IRAs- A Low Cost Retirement Plan for Small Businesses . A discussion on the features and benefits of a Simplified Employee Pension (SEP) Plan- with a focus on how they benefit a business that chooses to adopt a SEP for its employees.
• SIMPLE is as SIMPLE Does-Easy Retirement Planning for Your Business. A discussion on the features and benefits of a Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) with a focus on how they benefit a business that chooses to adopt a SIMPLE IRA for its employees.
• Choosing the Right Retirement Plan for Your Small Business. A discussion  and comparison of SEP IRAs, SIMPLE IRAs, profit sharing, money purchase pension and 401(k) plans, including features , benefits, similarities and differences- with a focus on why a small business owner may chose to adopt one type instead of the other

General

• Rollovers and Transfers- Making the Right Move- Avoid Mistakes. An explanation of the definition of each, and when it is appropriate to use each type of transaction- including how to ensure mistakes do not occur
• Your Inheritance- Limiting the taxes and making it last. An explanation of how to limit taxes and avoid penalties on inherited retirement plan assets, and how to stretch distributions.
• Required Minimum Distributions- What You Need to Know. A detailed explanation of the required minimum distribution rules, with an emphasis on avoiding excess accumulation penalties
• Distributions - Avoiding Penalties and Understanding Taxation. An explanation of when distributions should occur from retirement plans, the effect of distributions, and  how to limit taxes and avoid penalties on distribution amounts
• Maximizing Your Retirement Plan Contributions. An explanation of contribution limits for the various plan types, with a focus on individuals who participate in multiple retirement plans

Click on the headings on the left vertical bars to see more articles.

If you are interested in using any of our prepared pieces, or would like to request customized pieces please use the following form: