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Your Options for Lump Sum Distributions

A brochure explaining the options available with a lump sum distribution. Compares cash distributions, leaving your money with your current employer's retirement plan, moving assets to your new employer's retirement plan, and moving assets from your current employer's plan to a Rollover IRA.

  • Mar-03-2017
  • Brochure
  • public
  • PUB ID: TAPX014898

Which Type of IRA is Right for You

Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.

  • Mar-02-2017
  • Brochure
  • public
  • PUB ID: TAPX014234

Low-Cost Tax-Advantaged Retirement Savings

A brochure on the advantages of Investment-Only Variable Annuities (IOVA) which seek to keep costs low while harnessing the power of a tax deferral.

  • Mar-29-2017
  • Brochure
  • public
  • PUB ID: VANN115300

Retirement Account Quick Reference Guide

A guide comparing a Traditional IRA, Roth IRA, SEP, SIMPLE IRA, 403(b)(7), and 401(k). Includes information on taxable income and plan contribution limits.

  • Jan-19-2017
  • Brochure
  • public
  • PUB ID: TAPX014237

Advantages of 401(k) Plan

Explains the potential benefits of a 401(k) plan, eligibility requirements, and the advantages of tax-deferred accounts.

  • Mar-13-2017
  • Brochure
  • public
  • PUB ID: TAPX177517

Advantages of a 403b7 account

Explains how 403(b)(7) accounts can help employees reduce current taxes while saving for retirement. Includes eligibility requirements, investment options, contribution limits and a discussion on the power of tax deferral.

  • Mar-02-2017
  • Brochure
  • public
  • PUB ID: TAPX014294

EZ-IRA Investment Profile Questionnaire

Questionnaire designed to help identify your approach to investing.

  • Apr-25-2017
  • Worksheet
  • public
  • PUB ID: RETX341481

Hiring a Home Care Agency Worksheet

From household support to skilled health care, it is vital to consider individual needs before hiring a home care agency.

  • Dec-12-2016
  • Worksheet
  • public

Evaluating Adult Day Services Worksheet

What type of resources does your loved one need? Adult day centers can provide Social, Medical or Specialized care. See more.

  • Dec-12-2016
  • Worksheet
  • public

How Do You Define A Successful Retirement Worksheet

A step-by-step guide and worksheet to help you plan for your future, including budget and expense considerations to personalize your retirement strategy.

  • Mar-03-2017
  • Worksheet
  • public
  • PUB ID: TAPX014420

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

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