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Retirement Plan Market Investment Solutions Overview
| Highlights the Nuveen's Retirement Plan Market mission, capabilities and value add resources for retirement producers. In addition, it also includes the four funds with top quartile Lipper rankings.
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Retirement Lipper Sales Idea
| Retirement Advisor only version of the Lipper Sales Idea that highlights four funds with top quartile Lipper rankings.
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Roth IRA Conversion Call to Action Checklist
| Call to Action Points for financial advisors regarding the 2010 Roth IRA conversion opportunity.
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IRA Strategies Brochure
| Discusses IRAs as a component of retirement planning. Compares traditional and Roth IRA eligibility, contribution limits, withdrawals and tax implications. Also covers conversion from a traditional IRA to a Roth IRA.
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The Roth IRA Conversion Opportunity Seminar
| An investor-oriented presentation that highlights the unique 2010 Roth conversion opportunity and identifies key considerations when converting to a Roth IRA.
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Prospecting Mailer: Weighing the Roth Conversion Opportunity
| Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This prospecting mailer is intended for advisors to use with their clients.
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Seminar Invite Template: Weighing the Roth Conversion Opportunity
| Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This customized invitation is intended for advisors to use with their clients inviting them to a Roth IRA Seminar.
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Briefing Paper: Weighing the Roth Conversion Opportunity
| Effective January 1, 2010, more investors will have the opportunity to convert taxable retirement savings into a Roth IRA, where qualified distributions are tax-free. This paper examines who might consider converting all or a portion of their qualified, tax-deferred assets to a Roth IRA; compares characteristics of traditional and Roth IRAs; and presents key considerations when converting to a Roth IRA.
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White Paper: Roth IRA Conversion: New Opportunities for Affluent Investors
| Effective January 1, 2010, anyone earning a taxable income will become eligible to convert tax-deferred dollars to a Roth IRA. This paper examines who should consider converting all or a portion of their qualified, tax-deferred assets to a Roth IRA; some important considerations when converting; and the rules around recharacterization of a Roth IRA back to a traditional IRA.
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Briefing: Asset Allocation - Risk and Reward 1929-2008
| A historical perspective of diversification that includes a chart with a wealth of annual return statistics and measures for a range of asset class mixes (stocks, bonds, cash) plus an illustration of the range of returns produced by those asset class mixes.
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Tax Facts Quick Reference 2009
| A useful summary of key rates and thresholds impacting income, social security, retirement, investment and estate taxes.
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