Literature Results Page

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.

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

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.

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.

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

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.

Questionnaire designed to help identify your approach to investing.

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

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

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