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.

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.

Whitepaper detailing 401(k) plans and other similar tax-qualified retirement plans for employers. Includes instructions for using metrics and a checklist to evaluate a plan's level of success.

Whitepaper outlining how a retirement plan's Investment Policy Statement (IPS) may be revised to add flexibility to traditional fixed income options. Includes a fixed income checklist for a Plan’s IPS.